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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY5+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $86,307 |
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 | $109,969 | $52,967+107.6% | $172,753-36.3% | $65,186+68.7% |
| Participation rate | 85.2% | 66.2%+19.0pp | 82.6%+2.6pp | 70.2%+15.0pp |
| Annual return | 20.46% | 30.12%-9.7pp | 803.00%-782.5pp | 29.39%-8.9pp |
| Employer contribution / active EE | $5,098 | $2,190+132.7% | $5,144-0.9% | $2,177+134.2% |
| Participant deferral / active EE | $4,455 | $2,471+80.3% | $5,198-14.3% | $3,514+26.8% |
| Admin fee / account holder | $418 | $472-11.5% | $13,956-97.0% | $847-50.7% |