Filed July 1, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER AND HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $21,700 |
KAHAN STEIGER AND CO4+ years Service code 10 · EIN 06-1443759 | Accounting | $21,604 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $250 |
FRANKLIN TEMPLETON2 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INUSRANCE Service code 52 | Indirect Investment Fees | $0 |
MFS INVESTMENT MANAGEMENT2 years Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-1036175 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $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 | $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 | -5.50% | -1.53%-4.0pp | -2.18%-3.3pp | -0.69%-4.8pp |
| Employer contribution / active EE | $3,046 | $14,498-79.0% | $38,751-92.1% | $16,786-81.9% |
| 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% |