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| Provider | Service type | Compensation |
|---|---|---|
HUNTLEIGH SECURITIES CORP2 years Service code 17 · EIN 43-1106957 7800 FORSYTH BLVD. · ST LOUIS, MO 63105 | Pension Consulting | $70,661 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 13.28% | 10.93%+2.4pp | 10.16%+3.1pp | 13.95%-0.7pp |
| Employer contribution / active EE | $2,788 | $10,209-72.7% | $33,192-91.6% | $16,598-83.2% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |