Filed September 16, 2022
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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 | $82,936 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,900 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $95,740 | $63,905+49.8% | $74,184+29.1% | $57,658+66.0% |
| Participation rate | 96.3% | 79.8%+16.5pp | 76.6%+19.7pp | 70.2%+26.1pp |
| Annual return | 7.31% | 60.60%-53.3pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,715 | $1,840+101.9% | $2,370+56.8% | $1,974+88.2% |
| Participant deferral / active EE | $5,520 | $3,448+60.1% | $3,550+55.5% | $3,061+80.4% |
| Admin fee / account holder | $289 | $91+217.2% | $5,586-94.8% | $95+205.6% |