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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 37 · EIN 20-0346540 | Loan Processing | $1,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,982 | $37,213-51.7% | $156,551-88.5% | $63,975-71.9% |
| Participation rate | 5.4% | 65.0%-59.6pp | 84.0%-78.6pp | 71.1%-65.7pp |
| Annual return | 5.44% | 47.89%-42.4pp | 32.23%-26.8pp | 48.65%-43.2pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $242 | $2,070-88.3% | $4,871-95.0% | $3,356-92.8% |
| Admin fee / account holder | $23 | $56-58.8% | $13,028-99.8% | $70-67.0% |