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| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY1+ years Service code 13 · EIN 65-0170152 9155 S. DADELAND BLVD., SUITE 1512 · MIAMI, FL 33156 | Contract Administrator | $6,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,726 | $54,237-85.8% | $90,324-91.4% | $67,582-88.6% |
| Participation rate | 64.1% | 68.6%-4.5pp | 73.3%-9.2pp | 71.3%-7.2pp |
| Annual return | 0.00% | 37.27%-37.3pp | 78.15%-78.1pp | 378.57%-378.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $559 | $2,625-78.7% | $3,885-85.6% | $3,539-84.2% |
| Admin fee / account holder | $31 | $123-74.8% | $5,356-99.4% | $142-78.2% |