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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY4+ years Filed as: INGHAM & COMAPNY Service code 13 · EIN 65-0170152 | Contract Administrator | $29,088 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,977 | $47,977-22.9% | $154,111-76.0% | $56,287-34.3% |
| Participation rate | 70.5% | 66.2%+4.3pp | 83.0%-12.6pp | 69.9%+0.6pp |
| Annual return | -7.96% | 3.54%-11.5pp | 735.18%-743.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,109 | $2,169-2.8% | $5,298-60.2% | $2,111-0.1% |
| Participant deferral / active EE | $4,582 | $2,392+91.6% | $5,081-9.8% | $3,350+36.8% |
| Admin fee / account holder | $226 | $438-48.4% | $13,411-98.3% | $521-56.6% |