Filed February 17, 2022
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIONDELLA, MILONE & LASARACINA, LLP Service code 10 · EIN 06-1648707 300 WINDING BROOK DRIVE · GLASTONBURY, CT 06033 | Accounting | $34,703 |
HOOKER & HOLCOMBE, INC.1 year Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Actuarial | $21,225 |
THE VANGUARD GROUP, INC.6+ years Filed as: VANGUARD GROUP, INC. Service code 64 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping Fees | $12,185 |
HOOKER & HOLCOMBE, INC.6+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 1300 HALL BOULEVARD · BLOOMFIELD, CT 06002 | Advisory (Plan) | $9,750 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GUARD, INC. Service code 26 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Advisory (Participants) | $9,352 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 1.06% | 9.93%-8.9pp | -2.84%+3.9pp | 9.29%-8.2pp |
| Employer contribution / active EE | $26,786 | $11,565+131.6% | $33,329-19.6% | $15,168+76.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |