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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 | $21,366 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,139 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,577 | $53,412-3.4% | $68,509-24.7% | $52,331-1.4% |
| Participation rate | 70.6% | 71.7%-1.0pp | 74.7%-4.1pp | 68.1%+2.5pp |
| Annual return | -0.93% | 3.42%-4.4pp | 8.27%-9.2pp | 4.54%-5.5pp |
| Employer contribution / active EE | $779 | $1,607-51.5% | $2,278-65.8% | $1,882-58.6% |
| Participant deferral / active EE | $1,831 | $2,688-31.9% | $3,382-45.9% | $3,022-39.4% |
| Admin fee / account holder | $184 | $461-60.1% | $5,275-96.5% | $592-68.9% |