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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 701 5TH AVENUE 6701 · SEATTLE, WA 98104 | Contract Administrator | $600 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 47-2534181 | Recordkeeping Fees | $400 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 47-2534181 | Investment Management | $39 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,526 | $26,549-15.2% | $61,373-63.3% | $66,914-66.3% |
| Participation rate | 64.1% | 38.1%+26.1pp | 52.6%+11.6pp | 69.8%-5.7pp |
| Annual return | -12.36% | -16.21%+3.8pp | 338.61%-351.0pp | 1.58%-13.9pp |
| Employer contribution / active EE | $241 | $651-62.9% | $1,159-79.2% | $2,544-90.5% |
| Participant deferral / active EE | $1,519 | $1,338+13.5% | $2,125-28.5% | $4,237-64.1% |
| Admin fee / account holder | $58 | $409-85.9% | $2,130-97.3% | $593-90.3% |