| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY6+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIAMI, FL 33156 | Advisory (Plan) | $42,730 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $39,955 |
HAYNIE & COMPANY1 year Service code 10 · EIN 87-0325228 | Accounting | $15,580 |
SHERMAN & HOWARD1 year Service code 29 633 17TH STREET, SUITE 3000 · DENVER, CO 80202 | Legal | $11,173 |
MATRIX TRUST COMPANY6+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $9,550 |
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 | $136,536-100.0% | $373,805-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 19.3%-19.3pp | 13.5%-13.5pp |
| Annual return | 13.70% | 9.55%+4.2pp | 9.52%+4.2pp | 9.29%+4.4pp |
| Employer contribution / active EE | $46,500 | $20,722+124.4% | $41,951+10.8% | $15,168+206.6% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,512-100.0% | $2,037-100.0% |