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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.5 years Filed as: HOOKER AND HOLCOMBE INVT ADVISORS Service code 27 · EIN 06-1461865 | Advisory (Plan) | $45,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,420 | $84,487-19.0% | $125,339-45.4% | $66,914+2.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -18.28% | -8.39%-9.9pp | 572.05%-590.3pp | 1.58%-19.9pp |
| Employer contribution / active EE | $4,850 | $3,553+36.5% | $4,814+0.8% | $2,544+90.6% |
| Participant deferral / active EE | $8,199 | $6,781+20.9% | $7,446+10.1% | $4,237+93.5% |
| Admin fee / account holder | $147 | $685-78.6% | $10,010-98.5% | $593-75.3% |