Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY3+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $42,194 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,463 | $37,196-58.4% | $154,108-90.0% | $55,725-72.3% |
| Participation rate | 37.1% | 64.1%-27.0pp | 83.0%-46.0pp | 70.9%-33.8pp |
| Annual return | 8.11% | 1319.68%-1311.6pp | 735.21%-727.1pp | 244.93%-236.8pp |
| Employer contribution / active EE | $365 | $1,614-77.4% | $5,298-93.1% | $2,078-82.5% |
| Participant deferral / active EE | $511 | $2,068-75.3% | $5,081-89.9% | $3,356-84.8% |
| Admin fee / account holder | $49 | $102-51.7% | $13,411-99.6% | $115-57.4% |