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| Provider | Service type | Compensation |
|---|---|---|
HUNTLEIGH SECURITIES CORP3 years Service code 17 · EIN 43-1106957 7800 FORSYTH BLVD. · ST LOUIS, MO 63105 | Pension Consulting | $81,975 |
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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 | $37,288-100.0% | $436,953-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 14.1%-14.1pp | 44.2%-44.2pp | 4.7%-4.7pp |
| Annual return | -5.65% | -2.51%-3.1pp | -102.04%+96.4pp | -0.69%-5.0pp |
| Employer contribution / active EE | $2,283 | $11,346-79.9% | $36,232-93.7% | $16,786-86.4% |
| Participant deferral / active EE | $0 | $324-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $12,721-100.0% | $124-100.0% |