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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 | $37,369 |
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 | $31,147 | $46,360-32.8% | $147,618-78.9% | $52,331-40.5% |
| Participation rate | 87.0% | 64.9%+22.1pp | 84.6%+2.4pp | 68.1%+18.9pp |
| Annual return | -0.27% | 1.62%-1.9pp | 61.98%-62.2pp | 4.54%-4.8pp |
| Employer contribution / active EE | $497 | $2,126-76.6% | $5,565-91.1% | $1,882-73.6% |
| Participant deferral / active EE | $1,822 | $2,258-19.3% | $4,895-62.8% | $3,022-39.7% |
| Admin fee / account holder | $135 | $766-82.3% | $11,612-98.8% | $592-77.1% |