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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 | $23,536 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,337 |
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 | $74,778 | $70,002+6.8% | $115,038-35.0% | $52,331+42.9% |
| Participation rate | 72.0% | 72.1%-0.1pp | 81.4%-9.4pp | 68.1%+3.9pp |
| Annual return | -0.91% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $1,462 | $2,715-46.1% | $4,608-68.3% | $1,882-22.3% |
| Participant deferral / active EE | $4,565 | $4,920-7.2% | $6,026-24.3% | $3,022+51.0% |
| Admin fee / account holder | $201 | $566-64.6% | $8,175-97.5% | $592-66.1% |