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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 | $23,520 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,845 |
ADP BROKER-DEALER3+ 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 | $68,257 | $63,314+7.8% | $91,004-25.0% | $62,293+9.6% |
| Participation rate | 67.9% | 73.3%-5.4pp | 75.6%-7.7pp | 69.5%-1.6pp |
| Annual return | 16.71% | 21.00%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $996 | $1,807-44.9% | $2,456-59.4% | $2,042-51.2% |
| Participant deferral / active EE | $1,756 | $2,944-40.4% | $3,548-50.5% | $3,169-44.6% |
| Admin fee / account holder | $198 | $468-57.6% | $5,417-96.3% | $479-58.6% |