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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY1 year Service code 19 · EIN 65-0170152 | Securities Custodian | $1,460 |
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 | $59,843 | $54,370+10.1% | $82,763-27.7% | $68,490-12.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.98% | -13.67%+0.7pp | 702.45%-715.4pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,137 | $2,219-3.7% | $3,008-29.0% | $2,597-17.7% |
| Participant deferral / active EE | $0 | $3,247-100.0% | $4,395-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11 | $4,398-99.7% | $5,325-99.8% | $5,403-99.8% |