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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1 year Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $20,151 |
Filed as: WHARTONHILL ADVISORS Service code 15 · EIN 23-2951549 | Recordkeeping | $8,817 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,330 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $182,975 | $84,236+117.2% | $170,435+7.4% | $70,126+160.9% |
| Participation rate | 97.9% | 70.8%+27.1pp | 83.6%+14.3pp | 69.5%+28.4pp |
| Annual return | 19.94% | 23.06%-3.1pp | 205.94%-186.0pp | 73.15%-53.2pp |
| Employer contribution / active EE | $10,125 | $3,387+198.9% | $5,432+86.4% | $2,343+332.2% |
| Participant deferral / active EE | $8,806 | $3,086+185.4% | $4,939+78.3% | $3,332+164.3% |
| Admin fee / account holder | $281 | $5,698-95.1% | $13,881-98.0% | $4,645-94.0% |