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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.7+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $18,476 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $3,412 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT5 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS5 years Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,874 | $79,428+54.7% | $106,548+15.3% | $79,386+54.8% |
| Participation rate | 81.8% | 74.1%+7.7pp | 76.1%+5.7pp | 70.7%+11.1pp |
| Annual return | 8.84% | 18.27%-9.4pp | 26.80%-18.0pp | 116.85%-108.0pp |
| Employer contribution / active EE | $943 | $2,234-57.8% | $2,819-66.5% | $2,427-61.1% |
| Participant deferral / active EE | $3,883 | $3,823+1.6% | $4,398-11.7% | $4,046-4.0% |
| Admin fee / account holder | $23 | $523-95.7% | $7,407-99.7% | $626-96.4% |