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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.9+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $15,380 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $6,594 |
Filed as: PRINCIPAL BANK Service code 18 · EIN 94-1347393 | Custodial (securities); Trustee (bank... | $4,464 |
Service code 21 · EIN 47-4778650 CAPE ANN ASSET MANAGEMENT INC. · GROTON, MA 01450 | Bank Trustee | $3,450 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | -98.25% | 34.49%-132.7pp | 32.33%-130.6pp | 24.44%-122.7pp |
| Employer contribution / active EE | $0 | $36,001-100.0% | $33,960-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |