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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Filed as: INGHAM & COMAPNY Service code 13 · EIN 65-0170152 | Contract Administrator | $52,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,754 | $58,888-0.2% | $178,499-67.1% | $73,493-20.1% |
| Participation rate | 61.2% | 66.2%-5.0pp | 81.9%-20.7pp | 70.7%-9.5pp |
| Annual return | 13.13% | 24.86%-11.7pp | 151.10%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,975 | $2,236-11.7% | $5,011-60.6% | $2,270-13.0% |
| Participant deferral / active EE | $4,678 | $2,568+82.2% | $5,202-10.1% | $3,740+25.1% |
| Admin fee / account holder | $381 | $400-4.9% | $13,986-97.3% | $513-25.8% |