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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE HHIA Service code 27 · EIN 06-1461865 | Advisory (Plan) | $67,890 |
AETNA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $23,760 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $19,051 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | 4.83% | 7.01%-2.2pp | 12.68%-7.8pp | 0.19%+4.6pp |
| Employer contribution / active EE | $1,843 | $12,638-85.4% | $22,860-91.9% | $13,763-86.6% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |