Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY10+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $9,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,571 | $57,610-59.1% | $154,803-84.8% | $102,872-77.1% |
| Participation rate | 18.0% | 59.5%-41.5pp | 78.1%-60.1pp | 73.0%-55.0pp |
| Annual return | 13.44% | 30.49%-17.0pp | 58.88%-45.4pp | 19.06%-5.6pp |
| Employer contribution / active EE | $229 | $1,883-87.8% | $4,305-94.7% | $3,526-93.5% |
| Participant deferral / active EE | $385 | $2,914-86.8% | $5,540-93.1% | $5,535-93.0% |
| Admin fee / account holder | $41 | $368-88.9% | $14,329-99.7% | $292-86.0% |