Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR2+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $23,351 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,100 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $71,591 | $74,089-3.4% | $133,975-46.6% | $55,167+29.8% |
| Participation rate | 89.3% | 84.3%+5.1pp | 87.1%+2.3pp | 69.0%+20.4pp |
| Annual return | 12.20% | 12.11%+0.1pp | 29.29%-17.1pp | 169.23%-157.0pp |
| Employer contribution / active EE | $4,160 | $3,064+35.8% | $5,211-20.2% | $1,963+112.0% |
| Participant deferral / active EE | $4,674 | $4,678-0.1% | $6,282-25.6% | $3,054+53.0% |
| Admin fee / account holder | $194 | $458-57.6% | $9,324-97.9% | $504-61.4% |