See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.7 years Filed as: HOOKER & HOLCOMBE RET SERVICES Service code 15 · EIN 20-0346540 | Recordkeeping | $145,249 |
HOOKER & HOLCOMBE, INC.7 years Filed as: HOOKER & HOLCOMBE INV SERVICES Service code 27 · EIN 06-1461865 | Advisory (Plan) | $59,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,819 | $50,127+11.4% | $149,673-62.7% | $80,160-30.4% |
| Participation rate | 49.5% | 64.3%-14.8pp | 78.8%-29.3pp | 72.9%-23.5pp |
| Annual return | 18.24% | 29.82%-11.6pp | 134.42%-116.2pp | 40.38%-22.1pp |
| Employer contribution / active EE | $802 | $1,865-57.0% | $4,818-83.4% | $2,978-73.1% |
| Participant deferral / active EE | $2,502 | $3,194-21.7% | $5,680-56.0% | $5,017-50.1% |
| Admin fee / account holder | $203 | $153+32.8% | $13,210-98.5% | $145+39.9% |