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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 | $37,315 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $12,528 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $78,022 | $56,544+38.0% | $75,501+3.3% | $70,126+11.3% |
| Participation rate | 98.4% | 68.1%+30.3pp | 72.4%+26.1pp | 69.5%+28.9pp |
| Annual return | 16.86% | 23.59%-6.7pp | 27.35%-10.5pp | 73.15%-56.3pp |
| Employer contribution / active EE | $2,449 | $1,817+34.8% | $2,352+4.1% | $2,343+4.5% |
| Participant deferral / active EE | $5,255 | $2,580+103.7% | $3,142+67.2% | $3,332+57.7% |
| Admin fee / account holder | $455 | $3,827-88.1% | $5,801-92.2% | $4,645-90.2% |