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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2 years Service code 19 · EIN 65-0170152 | Securities Custodian | $916 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,264 | $57,330+15.6% | $86,656-23.5% | $75,177-11.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.64% | 2675.40%-2661.8pp | 593.09%-579.5pp | 160.75%-147.1pp |
| Employer contribution / active EE | $2,144 | $2,316-7.4% | $3,025-29.1% | $2,671-19.7% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7 | $4,115-99.8% | $5,619-99.9% | $5,651-99.9% |