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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.3+ years Filed as: HOOKER & HOLCOMBE RETIREMENT SVC Service code 15 · EIN 20-0346540 | Recordkeeping | $16,520 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS FINANCIAL SERVICES, INC Service code 28 · EIN 13-2638166 | Investment Management | $14,872 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB INVESTMENT MNGMT Service code 51 · EIN 94-3106755 | Investment Mgmt Fees | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 21 · EIN 42-1558009 | Bank Trustee | $0 |
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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 | $222,828-100.0% | $180,484-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 32.1%-32.1pp | 10.1%-10.1pp | 45.9%-45.9pp |
| Annual return | 10.73% | 3.14%+7.6pp | 10.53%+0.2pp | 10.21%+0.5pp |
| Employer contribution / active EE | $13,685 | $46,562-70.6% | $29,360-53.4% | $42,272-67.6% |
| Participant deferral / active EE | $0 | $0 | $54-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,524-100.0% | $1,273-100.0% | $13,518-100.0% |