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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 | $58,234+26.9% | $81,783-9.6% | $80,874-8.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 11.95% | 41.70%-29.8pp | 775.05%-763.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,236 | $2,341-4.5% | $2,913-23.2% | $2,756-18.8% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11 | $4,982-99.8% | $7,380-99.9% | $6,935-99.8% |