Filed October 24, 2013 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
INVESTMENT ADVISORS CORP3 years Filed as: H&H INVESTMENT ADVISORS INC. Service code 27 · EIN 06-1461865 | Advisory (Plan) | $84,321 |
HOOKER & HOLCOMBE, INC.4+ years Service code 11 · EIN 06-0854693 | Actuarial | $42,034 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $13,882 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -7.37% | -1.53%-5.8pp | -2.18%-5.2pp | -0.69%-6.7pp |
| Employer contribution / active EE | $15,873 | $14,498+9.5% | $38,751-59.0% | $16,786-5.4% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |