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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SERVIC Service code 15 · EIN 20-0346540 | Recordkeeping | $61,100 |
HOOKER & HOLCOMBE, INC.2 years Filed as: HOOKER & HOLCOMBE INVESTMENT SERV Service code 27 · EIN 06-1461865 | Advisory (Plan) | $16,367 |
CHARLES SCHWAB & CO., INC.5 years Service code 15 · EIN 94-1737782 | Recordkeeping | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST 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 | $43,319 | $52,293-17.2% | $178,498-75.7% | $73,412-41.0% |
| Participation rate | 79.9% | 65.3%+14.6pp | 81.9%-2.0pp | 72.2%+7.8pp |
| Annual return | 15.75% | 34.75%-19.0pp | 151.09%-135.3pp | 59.30%-43.5pp |
| Employer contribution / active EE | $721 | $1,735-58.4% | $5,011-85.6% | $2,234-67.7% |
| Participant deferral / active EE | $1,831 | $2,332-21.5% | $5,202-64.8% | $3,806-51.9% |
| Admin fee / account holder | $255 | $127+100.1% | $13,985-98.2% | $158+61.4% |