Filed July 1, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER AND HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $24,850 |
KAHAN STEIGER AND CO2+ years Service code 50 · EIN 06-1443759 | Direct Payment | $9,500 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $325 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
THE LEADERS GROUP INC1 year Service code 53 · EIN 84-1275292 | Insurance Commissions | $0 |
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Employer contribution per participant 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 9.35% | 5.80%+3.6pp | 4.74%+4.6pp | 11.88%-2.5pp |
| Employer contribution / active EE | $2,193 | $15,506-85.9% | $36,089-93.9% | $14,612-85.0% |
| Participant deferral / active EE | $0 | $206-100.0% | $59-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |