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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.7 years Service code 13 · EIN 91-1072394 | Contract Administrator | $5,965 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,622 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,854 | $89,093-55.3% | $102,434-61.1% | $77,736-48.7% |
| Participation rate | 57.0% | 80.9%-24.0pp | 76.5%-19.5pp | 70.6%-13.6pp |
| Annual return | 16.00% | 25.03%-9.0pp | 29.46%-13.5pp | 31.26%-15.3pp |
| Employer contribution / active EE | $1,549 | $2,699-42.6% | $3,023-48.7% | $2,728-43.2% |
| Participant deferral / active EE | $2,730 | $5,147-47.0% | $5,055-46.0% | $4,651-41.3% |
| Admin fee / account holder | $321 | $236+36.2% | $9,462-96.6% | $433-25.8% |