Filed March 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY9+ years Service code 13 · EIN 85-0170152 | Contract Administrator | $29,923 |
Filed as: PROVENANCE WEALTH ADVISORS, LLC Service code 26 | Advisory (Participants) | $4,845 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $589 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,174 | $65,428-20.3% | $169,397-69.2% | $71,529-27.1% |
| Participation rate | 61.8% | 66.9%-5.1pp | 77.2%-15.4pp | 67.9%-6.1pp |
| Annual return | 14.83% | 21.35%-6.5pp | 406.23%-391.4pp | 28.97%-14.1pp |
| Employer contribution / active EE | $455 | $2,064-78.0% | $4,013-88.7% | $2,590-82.4% |
| Participant deferral / active EE | $2,837 | $4,360-34.9% | $6,223-54.4% | $4,291-33.9% |
| Admin fee / account holder | $251 | $1,328-81.1% | $9,017-97.2% | $1,588-84.2% |