Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY8+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $11,606 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,492 | $50,150-61.1% | $149,723-87.0% | $80,169-75.7% |
| Participation rate | 19.9% | 64.3%-44.4pp | 78.8%-58.8pp | 72.9%-53.0pp |
| Annual return | 14.66% | 29.80%-15.1pp | 134.50%-119.8pp | 40.39%-25.7pp |
| Employer contribution / active EE | $226 | $1,868-87.9% | $4,821-95.3% | $2,978-92.4% |
| Participant deferral / active EE | $375 | $3,195-88.3% | $5,682-93.4% | $5,016-92.5% |
| Admin fee / account holder | $49 | $153-67.7% | $13,215-99.6% | $145-66.0% |