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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $2,966 |
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.
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 | $21,225 | $44,989-52.8% | $170,435-87.5% | $77,958-72.8% |
| Participation rate | 4.4% | 64.6%-60.2pp | 83.6%-79.2pp | 71.6%-67.3pp |
| Annual return | 23.15% | 19.61%+3.5pp | 205.94%-182.8pp | 20.87%+2.3pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $232 | $2,208-89.5% | $4,939-95.3% | $3,537-93.5% |
| Admin fee / account holder | $51 | $69-25.8% | $13,881-99.6% | $97-47.5% |