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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 | $21,358 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,748 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,013 | $56,640-1.1% | $78,002-28.2% | $55,167+1.5% |
| Participation rate | 68.9% | 73.3%-4.4pp | 75.5%-6.6pp | 69.0%-0.1pp |
| Annual return | 6.65% | 2868.48%-2861.8pp | 425.99%-419.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $993 | $1,724-42.4% | $2,470-59.8% | $1,963-49.4% |
| Participant deferral / active EE | $1,892 | $2,778-31.9% | $3,497-45.9% | $3,054-38.0% |
| Admin fee / account holder | $176 | $467-62.3% | $5,481-96.8% | $504-65.1% |