| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY5+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $47,377 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $33,846 |
WILLIAM G. LAJOIE, PC5+ years Service code 10 · EIN 84-1001549 | Accounting | $11,920 |
MATRIX TRUST COMPANY5+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $11,028 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 20.65% | 12.98%+7.7pp | 14.64%+6.0pp | 13.59%+7.1pp |
| Employer contribution / active EE | $43,098 | $16,363+163.4% | $41,831+3.0% | $14,592+195.4% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |