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| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $25,000 |
OUTLOOK FINANCIAL GROUP6 years Service code 27 2202 TIMBERLOCH PL, SUITE 135 · THE WOODLANDS, TX 77380 | Advisory (Plan) | $19,721 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,066 | $81,487+127.1% | $102,412+80.7% | $80,935+128.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 47.17% | 25.60%+21.6pp | 24.94%+22.2pp | 35.66%+11.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $273 | $6,717-95.9% | $8,388-96.7% | $6,924-96.1% |