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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 65 LASALLE ROAD · WEST HARTFORD, CT 06107 | Actuarial | $56,085 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $53,825 |
AMERICAN REALTY ADVISORS2+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $45,628 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $40,443 |
WELLS FARGO BANK, N.A.2+ years Service code 18 · EIN 94-1347393 | Custodial (securities); Trustee (bank... | $19,122 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 5.65% | 5.09%+0.6pp | 5.00%+0.7pp | 7.18%-1.5pp |
| Employer contribution / active EE | $10,495 | $7,393+42.0% | $35,918-70.8% | $13,095-19.9% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |