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| Provider | Service type | Compensation |
|---|---|---|
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC Service code 26 · EIN 94-2192581 | Advisory (Participants) | $305,614 |
MELTON & MELTON LLP3+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$93,386 |
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 | $52,113 | $44,989+15.8% | $170,435-69.4% | $77,958-33.2% |
| Participation rate | 63.9% | 64.6%-0.7pp | 83.6%-19.7pp | 71.6%-7.7pp |
| Annual return | 54.53% | 19.61%+34.9pp | 205.94%-151.4pp | 20.87%+33.7pp |
| Employer contribution / active EE | $1,521 | $1,466+3.7% | $5,432-72.0% | $2,310-34.2% |
| Participant deferral / active EE | $2,947 | $2,208+33.5% | $4,939-40.3% | $3,537-16.7% |
| Admin fee / account holder | $67 | $69-2.9% | $13,881-99.5% | $97-31.2% |