Filed June 14, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 21 · EIN 06-1050034 | Bank Trustee | $43,833 |
HUNTER BENEFITS CONSULTING GROUP2+ years Filed as: HUNTER CAPITAL INVESTORS Service code 27 · EIN 20-3041707 | Advisory (Plan) | $18,015 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $25,472-100.0% | $308,850-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 48.5%-48.5pp | 11.3%-11.3pp |
| Annual return | 12.28% | 9.27%+3.0pp | 14.41%-2.1pp | 10.41%+1.9pp |
| Employer contribution / active EE | $20,833 | $15,826+31.6% | $45,283-54.0% | $14,691+41.8% |
| Participant deferral / active EE | $0 | $12-100.0% | $125-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $66-100.0% | $9,941-100.0% | $2,646-100.0% |