Filed April 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HAMMERMAN GRAF & HUGHES Service code 99 · EIN 31-1183837 | Other Fees | $0 |
Service code 99 · EIN 20-4548831 | Other Fees | $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 | $64,078 | $89,739-28.6% | $149,721-57.2% | $62,293+2.9% |
| Participation rate | 61.2% | 85.1%-23.9pp | 87.1%-25.8pp | 69.5%-8.3pp |
| Annual return | 47.50% | 21.01%+26.5pp | 1501.67%-1454.2pp | 28.90%+18.6pp |
| Employer contribution / active EE | $2,101 | $3,233-35.0% | $5,444-61.4% | $2,042+2.9% |
| Participant deferral / active EE | $4,003 | $4,797-16.5% | $6,568-39.0% | $3,169+26.3% |
| Admin fee / account holder | $57 | $551-89.6% | $11,282-99.5% | $479-88.0% |