Filed March 11, 2025 (most recent of 3 filings on file)
Total covered: 88 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $29,127 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,449 |
ADP BROKER-DEALER3+ 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 | $78,481 | $89,739-12.5% | $149,721-47.6% | $62,293+26.0% |
| Participation rate | 94.2% | 85.1%+9.1pp | 87.1%+7.1pp | 69.5%+24.6pp |
| Annual return | 16.42% | 21.01%-4.6pp | 1501.67%-1485.3pp | 28.90%-12.5pp |
| Employer contribution / active EE | $4,435 | $3,233+37.2% | $5,444-18.5% | $2,042+117.2% |
| Participant deferral / active EE | $4,877 | $4,797+1.7% | $6,568-25.8% | $3,169+53.9% |
| Admin fee / account holder | $213 | $551-61.3% | $11,282-98.1% | $479-55.5% |