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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 | $81,457+127.2% | $103,378+79.0% | $80,911+128.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 47.17% | 25.58%+21.6pp | 24.91%+22.3pp | 35.63%+11.5pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $273 | $6,717-95.9% | $8,401-96.8% | $6,935-96.1% |