Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP1+ years Filed as: HUNTER CAPITAL ADVISORS, INC. Service code 27 · EIN 20-3041707 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.1+ years Service code 11 · EIN 06-1461865 | Actuarial | $12,850 |
COHN REZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-3149038 | Directed Trustee | $7,572 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,192-100.0% | $252,559-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 50.9%-50.9pp | 15.7%-15.7pp |
| Annual return | -0.67% | -1.30%+0.6pp | -1.68%+1.0pp | -7.14%+6.5pp |
| Employer contribution / active EE | $2,009 | $17,978-88.8% | $44,959-95.5% | $14,613-86.3% |
| Participant deferral / active EE | $0 | $0 | $330-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,033-100.0% | $12,994-100.0% | $1,191-100.0% |