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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM & ASSOCIATES DBA IND Service code 28 · EIN 59-3331424 | Investment Management | $8,318 |
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 | $58,254 | $41,854+39.2% | $73,836-21.1% | $52,331+11.3% |
| Participation rate | 96.6% | 66.2%+30.3pp | 73.4%+23.1pp | 68.1%+28.4pp |
| Annual return | 1.63% | 2.11%-0.5pp | 2268.06%-2266.4pp | 4.54%-2.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,362 | $2,498+154.7% | $3,583+77.5% | $3,022+110.5% |
| Admin fee / account holder | $23 | $493-95.4% | $4,882-99.5% | $592-96.2% |