Filed September 16, 2022
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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 | $55,694 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $9,050 |
ADP BROKER-DEALER3+ 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 | $115,398 | $69,305+66.5% | $82,312+40.2% | $69,631+65.7% |
| Participation rate | 96.6% | 80.3%+16.4pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 16.38% | 21.47%-5.1pp | 25.88%-9.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $3,886 | $1,887+106.0% | $2,428+60.0% | $2,032+91.2% |
| Participant deferral / active EE | $5,849 | $3,568+63.9% | $3,706+57.8% | $3,224+81.4% |
| Admin fee / account holder | $206 | $97+111.5% | $5,608-96.3% | $110+86.1% |