Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY2+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $94,048 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $79,833 |
MATRIX TRUST COMPANY2+ years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $20,813 |
WILLIAM G. LAJOIE, PC2+ years Service code 10 · EIN 84-1001549 | Accounting | $14,338 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 3.94% | 5.13%-1.2pp | 4.74%-0.8pp | 7.18%-3.2pp |
| Employer contribution / active EE | $29,801 | $14,689+102.9% | $36,089-17.4% | $13,095+127.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |