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| Provider | Service type | Compensation |
|---|---|---|
OPPENHEIMER4 years Service code 12 · EIN 13-5657518 | Claims processing; Custodial (other t... | $30,389 |
HUNNEX AND SHOEMAKER, INC.4 years Filed as: HUNNEX & SHOEMAKER Service code 27 | Advisory (Plan) | $4,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,639 | $52,122-29.7% | $104,294-64.9% | $64,808-43.5% |
| Participation rate | 15.4% | 56.0%-40.6pp | 73.3%-57.9pp | 71.5%-56.1pp |
| Annual return | -18.13% | 13.26%-31.4pp | 24.61%-42.7pp | 32.82%-50.9pp |
| Employer contribution / active EE | $555 | $1,627-65.9% | $3,372-83.5% | $2,506-77.8% |
| Participant deferral / active EE | $1,020 | $2,823-63.9% | $4,625-77.9% | $4,310-76.3% |
| Admin fee / account holder | $371 | $155+140.0% | $7,339-94.9% | $188+97.6% |