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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $30,620 |
Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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 | $31,561 | $36,916-14.5% | $156,551-79.8% | $57,658-45.3% |
| Participation rate | 85.4% | 63.4%+22.0pp | 84.0%+1.4pp | 70.2%+15.2pp |
| Annual return | 5.93% | 12.38%-6.5pp | 32.23%-26.3pp | 5.13%+0.8pp |
| Employer contribution / active EE | $677 | $1,571-56.9% | $5,501-87.7% | $1,974-65.7% |
| Participant deferral / active EE | $1,788 | $1,926-7.2% | $4,871-63.3% | $3,061-41.6% |
| Admin fee / account holder | $169 | $82+104.3% | $13,028-98.7% | $95+78.3% |