Retirement plan

HI RETIREMENT PLAN

Name: HUNTER INTERNATIONAL, INC. - HI RETIREMENT PLAN (2024) Form 5500
Creator: HUNTER INTERNATIONAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HI RETIREMENT PLAN, HUNTER INTERNATIONAL, INC.

HUNTER INTERNATIONAL, INC.EIN 01-0863978Plan #001PY 2024

37779 CHESTER ROAD - AVON, OH 44011440-389-0023

Other plans on this EIN

1 filing

#002Retirement-$912K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.2M

+33.4% from 2023

Total participants

113

+13.0% from 2023

Average account balance

$21,275

+29.6% from 2023

Annual return

21.40%

+10.28 pp from 2023

Benchmarks

See 5,414 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,414 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.19M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$21K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

103

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$305K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.40%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$92

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
AMERIPRISE FINANCIAL SERVICES INC4 years Filed as: AMERICAN ENTERPRISE INVESTMENT SERV Service code 26 · EIN 41-1667086 10 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554749900	Advisory (Participants)	$9,492

Plan features & details

Pension benefit codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$9K

$125 / participant

Investment mgmt$9K100.0%

% of EOY assets

0.433%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MEADEN & MOORE
Auditor EIN: 341818258
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,275

$57,119-62.8%

$85,187-75.0%

$80,935-73.7%

Participation rate

86.8%

56.4%+30.4pp

67.5%+19.3pp

67.7%+19.2pp

Annual return

21.40%

21.70%-0.3pp

66.67%-45.3pp

35.66%-14.3pp

Employer contribution / active EE

$4,015

$1,802+122.8%

$2,732+46.9%

$2,757+45.6%

Participant deferral / active EE

$3,115-100.0%

$4,525-100.0%

$4,299-100.0%

Admin fee / account holder

$92

$4,990-98.2%

$6,162-98.5%

$6,924-98.7%

Provider

Service type

Compensation

AMERIPRISE FINANCIAL SERVICES INC4 years

Filed as: AMERICAN ENTERPRISE INVESTMENT SERV

Service code 26 · EIN 41-1667086

10 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554749900

Advisory (Participants)

$9,492

HI RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HI RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion