Filed July 1, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EXCEL WEALTH MANAGMENT, LLC Service code 27 | Advisory (Plan) | $173,746 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $173,570 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER AND HOLCOMBE INC Service code 11 · EIN 06-0854693 | Actuarial | $16,450 |
Filed as: EXCEL WEALTH MANAGMENT Service code 27 · EIN 81-2780637 | Advisory (Plan) | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -13.80% | -0.56%-13.2pp | -3.21%-10.6pp | 39.77%-53.6pp |
| Employer contribution / active EE | $6,250 | $21,553-71.0% | $46,051-86.4% | $19,959-68.7% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |