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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY5+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $179,301 |
NATIONAL FINANCIAL SERVICES5+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $16,938 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,913 | $62,928+117.6% | $172,752-20.7% | $67,579+102.6% |
| Participation rate | 94.9% | 64.5%+30.4pp | 82.6%+12.3pp | 71.3%+23.6pp |
| Annual return | 21.77% | 30.36%-8.6pp | 802.97%-781.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $6,331 | $1,636+287.0% | $5,144+23.1% | $2,148+194.8% |
| Participant deferral / active EE | $5,332 | $2,145+148.6% | $5,198+2.6% | $3,539+50.6% |
| Admin fee / account holder | $188 | $167+12.7% | $13,955-98.7% | $142+31.9% |