Filed January 3, 2024
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY9+ years Service code 59 · EIN 65-0170152 9155 S. DADELAND BLVD, SUITE 1512 · MIAMI, FL 33156 | Shareholder Servicing | $12,240 |
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 | $21,020 | $53,216-60.5% | $155,534-86.5% | $199,960-89.5% |
| Participation rate | 17.9% | 64.1%-46.2pp | 78.2%-60.3pp | 72.0%-54.1pp |
| Annual return | 12.52% | 41.18%-28.7pp | 64.92%-52.4pp | 34.28%-21.8pp |
| Employer contribution / active EE | $208 | $1,848-88.8% | $4,675-95.6% | $3,036-93.2% |
| Participant deferral / active EE | $340 | $3,164-89.2% | $5,630-94.0% | $5,087-93.3% |
| Admin fee / account holder | $51 | $186-72.3% | $15,900-99.7% | $269-80.9% |