Filed August 1, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2+ years Filed as: INGHAM RETIREMENT GROUP Service code 51 · EIN 65-0170152 | Investment Mgmt Fees | $116,201 |
Filed as: BRIGHTHOUSE LIFE INSURANCE COMPANY Service code 22 · EIN 06-0566090 | Insurance Broker | $23,828 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $202,986-100.0% | $202,986-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 41.2%-41.2pp | 26.9%-26.9pp | 45.6%-45.6pp |
| Annual return | 5.08% | 2.00%+3.1pp | 2.04%+3.0pp | 4.16%+0.9pp |
| Employer contribution / active EE | $311,385 | $70,498+341.7% | $57,418+442.3% | $42,918+625.5% |
| Participant deferral / active EE | $0 | $84-100.0% | $123-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $255,353-100.0% | $255,353-100.0% | $21,465-100.0% |