| Provider | Service type | Compensation |
|---|---|---|
INGHAM & COMPANY9+ years Filed as: INGHAM RETIREMENT GROUP Service code 27 9155 SOUTH DADELAND BLVD · MIANI, FL 33156 | Advisory (Plan) | $49,433 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $44,090 |
MATRIX TRUST COMPANY9+ years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $12,416 |
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 | $1,573,701-100.0% | $422,209-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 23.3%-23.3pp | 12.4%-12.4pp |
| Annual return | 9.72% | 9.74%0pp | 12.68%-3.0pp | 9.89%-0.2pp |
| Employer contribution / active EE | $43,056 | $15,597+176.1% | $41,626+3.4% | $14,313+200.8% |
| Participant deferral / active EE | $0 | $37-100.0% | $96-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $46,974-100.0% | $10,609-100.0% | $9,084-100.0% |