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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $84,464 |
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 | $86,534 | $46,732+85.2% | $156,551-44.7% | $55,167+56.9% |
| Participation rate | 88.4% | 65.8%+22.6pp | 84.0%+4.4pp | 69.0%+19.4pp |
| Annual return | 6.96% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $5,476 | $2,105+160.1% | $5,501-0.5% | $1,963+179.0% |
| Participant deferral / active EE | $4,463 | $2,204+102.5% | $4,871-8.4% | $3,054+46.1% |
| Admin fee / account holder | $416 | $418-0.6% | $13,028-96.8% | $504-17.5% |