Filed February 17, 2022
Total covered: 19 employees
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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3 years Filed as: HOOKER & HOLCOMBE, INC Service code 11 · EIN 06-0854693 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Actuarial | $75,195 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-2186884 P.O. BOX 982903 · EL PASO, TX 79998 | Advisory (Participants) | $21,106 |
HOOKER & HOLCOMBE, INC.8+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-0854693 95 GLASTONBURY BOULEVARD · GLASTONBURY, CT 06033 | Advisory (Plan) | $13,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -1.37% | -11.83%+10.5pp | -5.12%+3.7pp | -14.65%+13.3pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |