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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STOKES AND HUBBELL CAPITAL MGMT LLC Service code 27 · EIN 47-2056983 | Advisory (Plan) | $9,780 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,367 | $48,364+4.1% | $71,796-29.8% | $62,881-19.9% |
| Participation rate | 87.1% | 60.6%+26.5pp | 69.1%+18.0pp | 69.3%+17.8pp |
| Annual return | 2.04% | 13.16%-11.1pp | 78.04%-76.0pp | 20.14%-18.1pp |
| Employer contribution / active EE | $633 | $1,042-39.2% | $1,924-67.1% | $2,281-72.2% |
| Participant deferral / active EE | $2,415 | $2,091+15.5% | $2,794-13.6% | $3,203-24.6% |
| Admin fee / account holder | $160 | $3,771-95.8% | $4,815-96.7% | $4,296-96.3% |