Filed February 17, 2022
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.1 year Service code 11 · EIN 06-1461865 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Actuarial | $33,235 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $14,999 |
HOOKER & HOLCOMBE, INC.4+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 1300 HALL BOULEVARD, SUITE 1C · BLOOMFIELD, CT 06002 | Advisory (Plan) | $13,000 |
Filed as: FIONDELLA, MILONE & LASARACINA, LLP Service code 10 · EIN 06-1648707 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $5,982 |
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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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -5.07% | -2.83%-2.2pp | 12.68%-17.8pp | 10.56%-15.6pp |
| Employer contribution / active EE | $56,250 | $11,770+377.9% | $22,860+146.1% | $13,643+312.3% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |