Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 65 LASALLE ROAD · WEST HARTFORD, CT 06107 | Actuarial | $61,035 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 21 · EIN 20-4751585 100 NORTHFIELD DRIVE · WINDSOR, CT 06095 | Bank Trustee | $55,363 |
Filed as: PRUDENTIAL RET. INS. AND ANNUITY Service code 13 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Contract Administrator | $50,877 |
AMERICAN REALTY ADVISORS3+ years Service code 21 · EIN 33-0123114 | Bank Trustee | $48,471 |
WELLS FARGO BANK, N.A.3+ years Service code 18 · EIN 94-1347393 | Custodial (securities); Custodial (ot... | $21,616 |
BKD, LLP3+ years Filed as: BKD, LLC Service code 10 · EIN 44-0160260 910 E. ST LOUIS STREET · SPRINGFIELD, MO 658011190 | Accounting | $13,615 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 14.74% | 10.93%+3.8pp | 10.16%+4.6pp | 13.95%+0.8pp |
| Employer contribution / active EE | $14,544 | $10,209+42.5% | $33,192-56.2% | $16,598-12.4% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |