Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR4+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $25,620 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,582 |
ADP BROKER-DEALER4+ 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 | $55,193 | $58,093-5.0% | $80,022-31.0% | $56,289-1.9% |
| Participation rate | 65.9% | 73.6%-7.8pp | 75.8%-10.0pp | 69.9%-4.0pp |
| Annual return | -5.00% | 34.63%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $799 | $1,933-58.7% | $2,468-67.6% | $2,111-62.2% |
| Participant deferral / active EE | $1,750 | $3,136-44.2% | $3,686-52.5% | $3,350-47.8% |
| Admin fee / account holder | $201 | $623-67.6% | $6,521-96.9% | $521-61.3% |