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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER AND HOLCOMBE, INC. Service code 11 · EIN 06-0854693 | Actuarial | $51,500 |
HUNTER CAPITAL1+ years Service code 27 · EIN 20-3041707 | Advisory (Plan) | $13,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 21 · EIN 34-1479833 | Bank Trustee | $9,000 |
Filed as: GALLAGHER FLYNN & CO LLP Service code 10 · EIN 03-0225774 | Accounting | $7,450 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,876-100.0% | $177,383-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.8%-23.8pp | 15.7%-15.7pp |
| Annual return | -1.83% | -2.30%+0.5pp | -0.48%-1.3pp | -7.14%+5.3pp |
| Employer contribution / active EE | $0 | $5,206-100.0% | $23,357-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $3,964-100.0% | $1,191-100.0% |