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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2+ years Service code 14 · EIN 65-0170152 | Plan Administrator | $104,865 |
RELIANCE TRUST COMPANY2+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $8,107 |
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 | $231,146 | $80,177+188.3% | $123,894+86.6% | $57,661+300.9% |
| Participation rate | 99.1% | 74.4%+24.6pp | 81.4%+17.6pp | 70.2%+28.8pp |
| Annual return | 11.90% | 17.90%-6.0pp | 47.52%-35.6pp | 5.13%+6.8pp |
| Employer contribution / active EE | $10,272 | $2,913+252.6% | $4,617+122.5% | $1,974+420.4% |
| Participant deferral / active EE | $7,048 | $5,130+37.4% | $5,984+17.8% | $3,061+130.3% |
| Admin fee / account holder | $231 | $106+117.0% | $8,357-97.2% | $95+144.0% |