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| Provider | Service type | Compensation |
|---|---|---|
HUNTLEIGH SECURITIES CORP8 years Service code 17 · EIN 43-1106957 7800 FORSYTH BLVD. · ST LOUIS, MO 63105 | Pension Consulting | $97,370 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $250,986-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.4%-2.4pp |
| Annual return | 14.27% | 9.92%+4.4pp | 32.33%-18.1pp | 22.81%-8.5pp |
| Employer contribution / active EE | $1,450 | $16,139-91.0% | $33,956-95.7% | $18,290-92.1% |
| Participant deferral / active EE | $0 | $0 | $43-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $10,141-100.0% | $85,222-100.0% |