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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE HHIA Service code 27 · EIN 06-1461865 | Advisory (Plan) | $58,200 |
AETNA LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $22,180 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $16,021 |
CHARLES SCHWAB & CO., INC.1+ years Service code 72 | Other investment fees and expenses | $0 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.73% | 17.94%-10.2pp | 5.44%+2.3pp | 7.18%+0.5pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |