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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY3 years Service code 19 · EIN 65-0170152 | Securities Custodian | $1,328 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,908 | $58,311+26.7% | $81,882-9.7% | $80,959-8.7% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.95% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,236 | $2,347-4.7% | $2,916-23.3% | $2,757-18.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $11 | $4,752-99.8% | $7,360-99.9% | $6,925-99.8% |