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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY5+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $85,336 |
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 | $73,359 | $52,961+38.5% | $172,755-57.5% | $65,185+12.5% |
| Participation rate | 73.0% | 66.2%+6.8pp | 82.6%-9.7pp | 70.2%+2.8pp |
| Annual return | 17.22% | 30.12%-12.9pp | 802.94%-785.7pp | 29.38%-12.2pp |
| Employer contribution / active EE | $5,158 | $2,190+135.5% | $5,144+0.3% | $2,177+137.0% |
| Participant deferral / active EE | $3,399 | $2,471+37.5% | $5,198-34.6% | $3,514-3.3% |
| Admin fee / account holder | $341 | $472-27.7% | $13,955-97.6% | $847-59.7% |