Filed August 5, 2021 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $341,279 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE INC. Service code 11 1300 HALL BLVD. SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $107,550 |
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Employer 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 | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 18.71% | 15.61%+3.1pp | 20.73%-2.0pp | 53.27%-34.6pp |
| Employer contribution / active EE | $849 | $10,773-92.1% | $36,503-97.7% | $14,774-94.3% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |