Filed February 17, 2022
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $20,420 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 65 LASALLE RD · WEST HARTFORD, CT 06107 | Advisory (Plan) | $13,000 |
HOOKER & HOLCOMBE, INC.1+ years Filed as: HOOKER & HOLCOMBE INC. Service code 11 · EIN 06-1461865 65 LASALLE RD · WEST HARTFORD, CT 06107 | Actuarial | $12,850 |
Filed as: FIONDELLA, MILONE & LASARACINA, LLP Service code 10 · EIN 06-1648707 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $10,886 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $50,876-100.0% | $522,682-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 15.7%-15.7pp |
| Annual return | 1.03% | -1.73%+2.8pp | -3.43%+4.5pp | -7.14%+8.2pp |
| Employer contribution / active EE | $26,316 | $18,310+43.7% | $25,607+2.8% | $14,613+80.1% |
| Participant deferral / active EE | $0 | $87-100.0% | $77-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $13,511-100.0% | $1,191-100.0% |