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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR2+ years Filed as: WILLIAM E HAMM & ASSOCIATES DBA IND Service code 28 · EIN 59-3331424 | Investment Management | $6,148 |
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 | $63,606 | $43,423+46.5% | $78,676-19.2% | $55,167+15.3% |
| Participation rate | 98.2% | 68.0%+30.2pp | 73.6%+24.7pp | 69.0%+29.2pp |
| Annual return | 8.51% | 11.53%-3.0pp | 62.19%-53.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,381 | $2,509+154.3% | $3,517+81.4% | $3,054+108.9% |
| Admin fee / account holder | $17 | $416-96.0% | $4,510-99.6% | $504-96.7% |