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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $114,660 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $45,161 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,000 | $45,382-29.5% | $154,108-79.2% | $75,289-57.5% |
| Participation rate | 62.3% | 65.9%-3.6pp | 83.0%-20.7pp | 72.4%-10.1pp |
| Annual return | -6.13% | -0.47%-5.7pp | 735.21%-741.3pp | -0.04%-6.1pp |
| Employer contribution / active EE | $857 | $1,533-44.1% | $5,298-83.8% | $2,405-64.4% |
| Participant deferral / active EE | $2,330 | $2,384-2.3% | $5,081-54.1% | $3,739-37.7% |
| Admin fee / account holder | $145 | $89+62.2% | $13,411-98.9% | $102+41.6% |