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| Provider | Service type | Compensation |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP2+ years Filed as: HUNTER CAPITAL ADVISORS, INC. Service code 27 · EIN 20-3041707 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.2+ years Service code 11 · EIN 06-1461865 | Actuarial | $14,150 |
COHN REZNICK LLP2+ years Service code 10 · EIN 22-1478099 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-3149038 | Directed Trustee | $6,197 |
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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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 6.19% | 4.97%+1.2pp | 4.74%+1.4pp | 4.56%+1.6pp |
| Employer contribution / active EE | $3,205 | $17,970-82.2% | $46,220-93.1% | $15,526-79.4% |
| Participant deferral / active EE | $0 | $141-100.0% | $248-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |