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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY1+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $70,528 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,487 | $46,360+54.2% | $147,617-51.6% | $52,331+36.6% |
| Participation rate | 88.1% | 64.9%+23.1pp | 84.6%+3.5pp | 68.1%+20.0pp |
| Annual return | -2.04% | 1.62%-3.7pp | 61.98%-64.0pp | 4.54%-6.6pp |
| Employer contribution / active EE | $5,585 | $2,126+162.7% | $5,564+0.4% | $1,882+196.8% |
| Participant deferral / active EE | $4,567 | $2,258+102.3% | $4,895-6.7% | $3,022+51.1% |
| Admin fee / account holder | $320 | $766-58.2% | $11,612-97.2% | $592-45.9% |