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| Provider | Service type | Compensation |
|---|---|---|
HUNTLEIGH SECURITIES CORP5 years Service code 17 · EIN 43-1106957 7800 FORSYTH BLVD. · ST LOUIS, MO 63105 | Pension Consulting | $91,358 |
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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 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 15.30% | 9.03%+6.3pp | 90.61%-75.3pp | 627.08%-611.8pp |
| Employer contribution / active EE | $2,761 | $13,843-80.1% | $32,730-91.6% | $18,824-85.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |