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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Service code 13 · EIN 65-0170152 | Contract Administrator | $53,117 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,358 | $46,292-64.7% | $143,757-88.6% | $64,808-74.8% |
| Participation rate | 41.3% | 64.2%-22.9pp | 80.3%-39.0pp | 71.5%-30.2pp |
| Annual return | -17.21% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.0pp |
| Employer contribution / active EE | $105 | $1,910-94.5% | $4,951-97.9% | $2,506-95.8% |
| Participant deferral / active EE | $934 | $2,646-64.7% | $5,637-83.4% | $4,310-78.3% |
| Admin fee / account holder | $124 | $154-19.3% | $14,673-99.2% | $188-33.9% |