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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE HHIA Service code 27 · EIN 06-1461865 | Advisory (Plan) | $69,768 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $24,159 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $19,413 |
CHARLES SCHWAB & CO., INC.4+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 4.42% | 221.56%-217.1pp | 29.77%-25.3pp | 53.27%-48.8pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |