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| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $375,667 |
NEPC, LLC4 years Service code 16 · EIN 26-1429809 | Consulting | $74,240 |
MELTON & MELTON LLP10+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,944 | $67,823-23.4% | $155,602-66.6% | $99,187-47.6% |
| Participation rate | 64.7% | 67.5%-2.8pp | 78.2%-13.5pp | 71.7%-7.0pp |
| Annual return | 18.24% | 16.16%+2.1pp | 64.81%-46.6pp | 17.66%+0.6pp |
| Employer contribution / active EE | $1,418 | $2,280-37.8% | $4,675-69.7% | $3,262-56.5% |
| Participant deferral / active EE | $3,246 | $3,847-15.6% | $5,629-42.3% | $5,339-39.2% |
| Admin fee / account holder | $67 | $94-28.0% | $15,923-99.6% | $109-38.2% |