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| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $90,236 |
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER & HOLCOMBE HHIA Service code 27 · EIN 06-1461865 | Advisory (Plan) | $50,989 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $14,817 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage | $0 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 6.65% | 4.93%+1.7pp | 7.32%-0.7pp | 9.30%-2.7pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |