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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY9+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $155,412 |
NATIONAL FINANCIAL SERVICES9+ years Service code 19 · EIN 04-3523567 | Securities Custodian | $10,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,733 | $91,407+114.1% | $135,903+44.0% | $71,457+173.9% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 14.17% | 29.90%-15.7pp | 68.23%-54.1pp | 28.85%-14.7pp |
| Employer contribution / active EE | $7,022 | $3,703+89.6% | $4,856+44.6% | $2,588+171.4% |
| Participant deferral / active EE | $8,254 | $7,092+16.4% | $7,758+6.4% | $4,289+92.5% |
| Admin fee / account holder | $322 | $1,266-74.6% | $10,762-97.0% | $1,587-79.7% |