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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $76,562 |
CHARLES SCHWAB & CO., INC.3 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.3 years 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 | $30,697 | $37,196-17.5% | $154,114-80.1% | $55,725-44.9% |
| Participation rate | 83.2% | 64.1%+19.1pp | 83.0%+0.1pp | 70.9%+12.3pp |
| Annual return | -4.65% | 1319.68%-1324.3pp | 735.16%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $691 | $1,614-57.2% | $5,298-87.0% | $2,078-66.8% |
| Participant deferral / active EE | $1,786 | $2,068-13.6% | $5,081-64.8% | $3,356-46.8% |
| Admin fee / account holder | $245 | $102+141.5% | $13,411-98.2% | $115+113.0% |