See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.4 years Filed as: HOOKER HOLCOMBE INVESTMENTS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $11,373 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,507 | $63,442-53.5% | $68,791-57.1% | $66,914-55.9% |
| Participation rate | 61.7% | 60.0%+1.7pp | 69.0%-7.3pp | 69.8%-8.1pp |
| Annual return | -14.99% | -8.29%-6.7pp | -6.38%-8.6pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,196 | $1,775+23.7% | $2,655-17.3% | $2,544-13.7% |
| Participant deferral / active EE | $4,077 | $2,945+38.5% | $3,941+3.4% | $4,237-3.8% |
| Admin fee / account holder | $82 | $577-85.8% | $4,932-98.3% | $593-86.2% |