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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY3+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $81,845 |
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 | $95,148 | $55,453+71.6% | $170,435-44.2% | $62,293+52.7% |
| Participation rate | 96.7% | 66.4%+30.3pp | 83.6%+13.1pp | 69.5%+27.2pp |
| Annual return | 17.33% | 21.38%-4.1pp | 205.94%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $5,603 | $2,164+158.9% | $5,432+3.1% | $2,042+174.3% |
| Participant deferral / active EE | $4,921 | $2,303+113.7% | $4,939-0.4% | $3,169+55.3% |
| Admin fee / account holder | $367 | $455-19.3% | $13,881-97.4% | $479-23.4% |