Filed September 29, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $2,325 |
CHARLES SCHWAB & CO., INC.1+ years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,705 | $68,408-78.5% | $57,196-74.3% | $57,658-74.5% |
| Participation rate | 48.8% | 79.1%-30.4pp | 75.3%-26.6pp | 70.2%-21.5pp |
| Annual return | 1.86% | 8.51%-6.6pp | 14.59%-12.7pp | 5.13%-3.3pp |
| Employer contribution / active EE | $885 | $2,869-69.2% | $2,683-67.0% | $1,974-55.2% |
| Participant deferral / active EE | $1,310 | $2,903-54.9% | $3,096-57.7% | $3,061-57.2% |
| Admin fee / account holder | $13 | $70-81.9% | $3,141-99.6% | $95-86.6% |