Filed July 1, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER AND HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $18,680 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 13 · EIN 04-1590850 | Contract Administrator | $12,165 |
KAHAN STEIGER AND CO6+ years Service code 10 · EIN 06-1443759 | Accounting | $11,500 |
FIRST COUNTY BANK1 year Service code 50 · EIN 06-1443759 | Direct Payment | $11,000 |
AMERICAN FUNDS2 years Service code 52 | Indirect Investment Fees | $0 |
EATON VANCE1 year Service code 52 · EIN 04-2718215 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON4 years Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $0 |
Filed as: MASS MUTUAL LIFE Service code 60 | Sub-TA Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INUSRANCE Service code 52 | Indirect Investment Fees | $0 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 11.55% | 10.61%+0.9pp | 9.52%+2.0pp | 627.08%-615.5pp |
| Employer contribution / active EE | $38,303 | $21,392+79.1% | $41,951-8.7% | $18,824+103.5% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |