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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $73,761 |
HUNNEX AND SHOEMAKER, INC.9 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $4,275 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 | Contract Administrator | $3,895 |
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.
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 | $21,681 | $54,193-60.0% | $93,669-76.9% | $77,714-72.1% |
| Participation rate | 3.9% | 63.9%-60.0pp | 68.7%-64.8pp | 70.6%-66.7pp |
| Annual return | 14.86% | 30.54%-15.7pp | 133.59%-118.7pp | 31.26%-16.4pp |
| Employer contribution / active EE | $803 | $1,168-31.2% | $2,424-66.9% | $2,727-70.5% |
| Participant deferral / active EE | $1,193 | $3,144-62.0% | $4,416-73.0% | $4,649-74.3% |
| Admin fee / account holder | $202 | $576-65.0% | $8,291-97.6% | $433-53.4% |