Filed August 16, 2007 (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 |
|---|---|---|
HOOKER & HOLCOMBE, INC.9+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $35,003 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP, INC. Service code 15 · EIN 06-1053228 | Recordkeeping | $25,468 |
WOLF & COMPANY, P.C.3 years Service code 10 · EIN 04-2689883 | Accounting | $15,750 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $12,299 |
HOOKER & HOLCOMBE, INC.9+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $11,940 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,197 | $202,156-40.5% | $184,256-34.8% | - |
| Participation rate | 71.5% | 85.7%-14.2pp | 86.8%-15.3pp | - |
| Annual return | 27.55% | 6.91%+20.6pp | 28.85%-1.3pp | - |
| Employer contribution / active EE | $3,383 | $4,387-22.9% | $6,427-47.4% | - |
| Participant deferral / active EE | $4,935 | $6,520-24.3% | $9,133-46.0% | - |
| Admin fee / account holder | $322 | $12,473-97.4% | $13,899-97.7% | - |