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| Provider | Service type | Compensation |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP3+ years Filed as: HUNTER CAPITAL ADVISORS, INC. Service code 27 · EIN 20-3041707 | Advisory (Plan) | $25,000 |
HOOKER & HOLCOMBE, INC.3+ years Service code 11 · EIN 06-1461865 | Actuarial | $12,850 |
COHN REZNICK LLP3+ years Service code 10 · EIN 22-1478099 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 94-3149038 | Directed Trustee | $6,432 |
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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 | 9.03% | 9.27%-0.2pp | 14.41%-5.4pp | 10.41%-1.4pp |
| Employer contribution / active EE | $5,465 | $15,826-65.5% | $45,283-87.9% | $14,691-62.8% |
| 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% |