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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $146,850 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC Service code 26 · EIN 94-2192581 | Advisory (Participants) | $103,914 |
MELTON & MELTON LLP1+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $11,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,176 | $37,039-2.3% | $147,618-75.5% | $59,188-38.9% |
| Participation rate | 61.4% | 63.8%-2.4pp | 84.6%-23.3pp | 69.4%-8.1pp |
| Annual return | 5.01% | 7.19%-2.2pp | 61.98%-57.0pp | 5.51%-0.5pp |
| Employer contribution / active EE | $1,115 | $1,353-17.6% | $5,564-80.0% | $2,098-46.8% |
| Participant deferral / active EE | $2,113 | $2,094+0.9% | $4,895-56.8% | $3,265-35.3% |
| Admin fee / account holder | $91 | $60+50.5% | $11,612-99.2% | $92-1.7% |