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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 | $31,571 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,707 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $165,276 | $47,977+244.5% | $154,108+7.2% | $56,289+193.6% |
| Participation rate | 96.6% | 66.2%+30.5pp | 83.0%+13.6pp | 69.9%+26.8pp |
| Annual return | -4.84% | 3.54%-8.4pp | 735.21%-740.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $9,311 | $2,169+329.3% | $5,298+75.8% | $2,111+341.0% |
| Participant deferral / active EE | $8,084 | $2,392+238.0% | $5,081+59.1% | $3,350+141.3% |
| Admin fee / account holder | $357 | $438-18.5% | $13,411-97.3% | $521-31.5% |