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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,571 | $36,773-35.9% | $189,758-87.6% | $85,660-72.5% |
| Participation rate | 18.0% | 63.3%-45.3pp | 79.8%-61.8pp | 74.8%-56.8pp |
| Annual return | 13.44% | 55.47%-42.0pp | 52.62%-39.2pp | 19.52%-6.1pp |
| Employer contribution / active EE | $229 | $1,536-85.1% | $4,767-95.2% | $4,199-94.5% |
| Participant deferral / active EE | $385 | $1,800-78.6% | $5,856-93.4% | $3,518-89.1% |
| Admin fee / account holder | $41 | $132-68.9% | $20,388-99.8% | $224-81.7% |