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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY1+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $55,116 |
Filed as: FIDELITY Service code 19 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Securities Custodian | $2,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,705 | $46,360-12.2% | $147,618-72.4% | $52,331-22.2% |
| Participation rate | 97.9% | 64.9%+33.0pp | 84.6%+13.3pp | 68.1%+29.8pp |
| Annual return | -6.99% | 1.62%-8.6pp | 61.98%-69.0pp | 4.54%-11.5pp |
| Employer contribution / active EE | $5,877 | $2,126+176.4% | $5,565+5.6% | $1,882+212.3% |
| Participant deferral / active EE | $4,522 | $2,258+100.3% | $4,895-7.6% | $3,022+49.6% |
| Admin fee / account holder | $248 | $766-67.6% | $11,612-97.9% | $592-58.1% |