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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 | $92,186-59.8% | $105,624-64.9% | $77,762-52.4% |
| Participation rate | 52.0% | 81.0%-29.0pp | 75.3%-23.2pp | 70.6%-18.6pp |
| Annual return | -5.70% | 17.83%-23.5pp | 116.20%-121.9pp | 31.27%-37.0pp |
| Employer contribution / active EE | $2,855 | $3,376-15.4% | $3,168-9.9% | $2,728+4.6% |
| Participant deferral / active EE | $6,064 | $5,395+12.4% | $5,013+21.0% | $4,651+30.4% |
| Admin fee / account holder | $40 | $219-81.8% | $10,961-99.6% | $433-90.8% |