Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $21,913 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,522 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
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 | $63,168 | $70,667-10.6% | $123,105-48.7% | $52,331+20.7% |
| Participation rate | 94.0% | 83.7%+10.3pp | 86.8%+7.2pp | 68.1%+25.9pp |
| Annual return | -0.73% | 6.23%-7.0pp | 13.22%-14.0pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4,124 | $2,946+40.0% | $5,151-19.9% | $1,882+119.2% |
| Participant deferral / active EE | $4,388 | $4,493-2.3% | $6,229-29.6% | $3,022+45.2% |
| Admin fee / account holder | $197 | $506-61.1% | $9,014-97.8% | $592-66.7% |