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| Provider | Service type | Compensation |
|---|---|---|
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $12,496 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,595 |
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 | $42,006 | $37,134+13.1% | $100,671-58.3% | $52,331-19.7% |
| Participation rate | 92.0% | 57.7%+34.3pp | 70.7%+21.3pp | 68.1%+23.9pp |
| Annual return | 1.59% | 0.10%+1.5pp | 20.43%-18.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $2,126 | $1,187+79.0% | $4,012-47.0% | $1,882+13.0% |
| Participant deferral / active EE | $2,900 | $2,163+34.0% | $3,144-7.8% | $3,022-4.1% |
| Admin fee / account holder | $84 | $467-82.1% | $4,850-98.3% | $592-85.9% |