Filed October 27, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $90,695 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $76,748 |
MATRIX TRUST COMPANY6+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $22,231 |
HAYNIE & COMPANY1 year Service code 10 · EIN 87-0325228 | Accounting | $17,900 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 13.92% | 10.61%+3.3pp | 9.52%+4.4pp | 627.08%-613.2pp |
| Employer contribution / active EE | $18,107 | $21,392-15.4% | $41,951-56.8% | $18,824-3.8% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |