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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY9+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $83,818 |
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 | $129,228 | $61,391+110.5% | $149,723-13.7% | $71,529+80.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.79% | 35.88%-16.1pp | 134.50%-114.7pp | 28.97%-9.2pp |
| Employer contribution / active EE | $5,647 | $2,384+136.9% | $4,821+17.1% | $2,590+118.1% |
| Participant deferral / active EE | $6,434 | $2,921+120.3% | $5,682+13.2% | $4,291+49.9% |
| Admin fee / account holder | $406 | $1,264-67.9% | $13,215-96.9% | $1,588-74.4% |