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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,790 |
HUNNEX AND SHOEMAKER, INC.2 years Filed as: HUNNEX AND SHOMAKER, INC. Service code 13 · EIN 91-1072394 | Contract Administrator | $2,025 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,936 | $38,833-87.3% | $78,778-93.7% | $77,958-93.7% |
| Participation rate | 10.3% | 60.9%-50.6pp | 69.2%-58.9pp | 71.6%-61.3pp |
| Annual return | 39.04% | 20.31%+18.7pp | 35.62%+3.4pp | 20.87%+18.2pp |
| Employer contribution / active EE | $211 | $840-74.9% | $1,986-89.4% | $2,310-90.9% |
| Participant deferral / active EE | $337 | $1,776-81.1% | $2,958-88.6% | $3,537-90.5% |
| Admin fee / account holder | $21 | $89-76.6% | $5,134-99.6% | $97-78.6% |