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| Provider | Service type | Compensation |
|---|---|---|
HUNNEX AND SHOEMAKER, INC.3 years Service code 13 · EIN 91-1072394 | Contract Administrator | $7,650 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 · EIN 04-3109325 | Recordkeeping Fees | $5,235 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-0467907 | Investment Management | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,044 | $92,090-59.8% | $106,201-65.1% | $77,671-52.3% |
| Participation rate | 52.0% | 81.0%-29.0pp | 75.3%-23.3pp | 70.6%-18.6pp |
| Annual return | -5.70% | 17.89%-23.6pp | 116.26%-122.0pp | 31.21%-36.9pp |
| Employer contribution / active EE | $2,855 | $3,368-15.3% | $3,170-9.9% | $2,726+4.7% |
| Participant deferral / active EE | $6,064 | $5,386+12.6% | $5,012+21.0% | $4,648+30.5% |
| Admin fee / account holder | $40 | $219-81.8% | $11,039-99.6% | $430-90.7% |