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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E. HAMM AND ASSOCIATES, INC Service code 15 · EIN 59-3331424 | Recordkeeping | $33,514 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,663 |
ADP BROKER-DEALER1+ 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.
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 | $53,641 | $43,550+23.2% | $63,244-15.2% | $52,331+2.5% |
| Participation rate | 64.7% | 65.7%-1.0pp | 71.0%-6.4pp | 68.1%-3.4pp |
| Annual return | -0.99% | 2.03%-3.0pp | -70.31%+69.3pp | 4.54%-5.5pp |
| Employer contribution / active EE | $1,137 | $1,351-15.8% | $2,322-51.0% | $1,882-39.6% |
| Participant deferral / active EE | $2,258 | $2,254+0.2% | $2,953-23.5% | $3,022-25.3% |
| Admin fee / account holder | $351 | $387-9.2% | $5,893-94.0% | $592-40.6% |