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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $195,248 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $64,339 |
MELTON & MELTON LLP7+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
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 | $58,466 | $69,238-15.6% | $185,854-68.5% | $101,555-42.4% |
| Participation rate | 72.7% | 73.5%-0.8pp | 81.7%-9.0pp | 74.5%-1.8pp |
| Annual return | 16.71% | 21.26%-4.6pp | 122.12%-105.4pp | 21.00%-4.3pp |
| Employer contribution / active EE | $1,699 | $2,104-19.2% | $5,169-67.1% | $2,972-42.8% |
| Participant deferral / active EE | $3,635 | $3,764-3.4% | $5,569-34.7% | $4,874-25.4% |
| Admin fee / account holder | $53 | $66-20.6% | $16,246-99.7% | $139-62.3% |