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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC Service code 26 · EIN 94-2192581 | Advisory (Participants) | $180,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,140 |
MELTON & MELTON LLP2+ 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 | $37,593 | $37,213+1.0% | $156,551-76.0% | $63,975-41.2% |
| Participation rate | 60.8% | 65.0%-4.2pp | 84.0%-23.2pp | 71.1%-10.4pp |
| Annual return | 7.90% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,085 | $1,357-20.1% | $5,501-80.3% | $2,182-50.3% |
| Participant deferral / active EE | $2,105 | $2,070+1.7% | $4,871-56.8% | $3,356-37.3% |
| Admin fee / account holder | $96 | $56+70.0% | $13,028-99.3% | $70+35.9% |