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| Provider | Service type | Compensation |
|---|---|---|
HOOKER & HOLCOMBE, INC.2+ years Filed as: HOOKER & HOLCOMBE INVESTMENT ADVISO Service code 27 · EIN 06-1461865 | Advisory (Plan) | $36,131 |
AMERICAN CENTURY1 year Service code 52 · EIN 94-3226139 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 13-2949519 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NATIXIS FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
NORTHERN FUNDS1 year Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 13.02% | 10.39%+2.6pp | 337.46%-324.4pp | 10.41%+2.6pp |
| Employer contribution / active EE | $10,629 | $10,969-3.1% | $20,191-47.4% | $14,691-27.6% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |