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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Service code 19 · EIN 65-0170152 | Securities Custodian | $176,646 |
NATIONAL FINANCIAL SERVICES6+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $11,419 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,479 | $52,293+199.2% | $178,499-12.3% | $73,412+113.2% |
| Participation rate | 92.6% | 65.3%+27.3pp | 81.9%+10.7pp | 72.2%+20.5pp |
| Annual return | 16.39% | 34.75%-18.4pp | 151.10%-134.7pp | 59.30%-42.9pp |
| Employer contribution / active EE | $6,203 | $1,735+257.4% | $5,011+23.8% | $2,234+177.7% |
| Participant deferral / active EE | $5,187 | $2,332+122.4% | $5,202-0.3% | $3,806+36.3% |
| Admin fee / account holder | $235 | $127+84.4% | $13,986-98.3% | $158+48.8% |