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| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP3+ years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 6002 ROGERDALE, SUITE 200 · HOUSTON, TX 77072 | Accounting | $28,000 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 28 · EIN 23-1702591 601 OFFICE CENTER DRIVE · FORT WASHINGTON, PA 19034 | Investment Management | $20,834 |
Filed as: CHAMBERLAIN,HRDLICKA,WHITE,WILLIAMS Service code 29 · EIN 74-1541761 1200 SMITH STREET · HOUSTON, TX 770024496 | Legal | $870 |
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 | $100,235 | $58,726+70.7% | $92,236+8.7% | $62,293+60.9% |
| Participation rate | 99.1% | 68.3%+30.8pp | 76.5%+22.6pp | 69.5%+29.6pp |
| Annual return | 53.85% | 43.62%+10.2pp | 176.29%-122.4pp | 28.90%+25.0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $217 | $556-60.9% | $5,194-95.8% | $479-54.7% |