Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $16,080 |
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 | $23,667 | $56,540-58.1% | $185,851-87.3% | $86,821-72.7% |
| Participation rate | 34.5% | 65.5%-31.0pp | 81.7%-47.2pp | 72.3%-37.8pp |
| Annual return | 22.39% | 118.20%-95.8pp | 122.11%-99.7pp | 97.94%-75.5pp |
| Employer contribution / active EE | $430 | $1,844-76.7% | $5,168-91.7% | $2,406-82.1% |
| Participant deferral / active EE | $696 | $2,555-72.8% | $5,569-87.5% | $4,132-83.2% |
| Admin fee / account holder | $34 | $150-77.2% | $16,245-99.8% | $170-79.9% |