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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY8+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $84,005 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,905 | $65,125+62.6% | $143,797-26.4% | $66,949+58.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.29% | -11.13%-5.2pp | -0.04%-16.2pp | 1.57%-17.9pp |
| Employer contribution / active EE | $5,886 | $2,362+149.2% | $4,952+18.9% | $2,545+131.3% |
| Participant deferral / active EE | $6,408 | $2,920+119.4% | $5,638+13.6% | $4,239+51.2% |
| Admin fee / account holder | $417 | $503-17.1% | $14,679-97.2% | $594-29.8% |