Filed June 16, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR3 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC Service code 99 | Other Fees | $30,349 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $3,794 |
WILLIAM BLAIR2 years Filed as: WILLIAM E HAMM AND ASSOCIATES, INC. Service code 99 · EIN 59-3331424 3030 N ROCKY POINT DR W · TAMPA, FL 33607 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,393 | $44,714+75.3% | $91,225-14.1% | $66,938+17.1% |
| Participation rate | 50.7% | 65.0%-14.3pp | 73.2%-22.5pp | 69.8%-19.1pp |
| Annual return | -19.63% | -12.25%-7.4pp | 114.12%-133.7pp | 1.58%-21.2pp |
| Employer contribution / active EE | $1,757 | $1,710+2.8% | $2,851-38.4% | $2,545-31.0% |
| Participant deferral / active EE | $4,450 | $3,355+32.6% | $4,233+5.1% | $4,238+5.0% |
| Admin fee / account holder | $47 | $521-90.9% | $5,422-99.1% | $594-92.0% |