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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $158,482 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $67,447 |
Service code 16 · EIN 53-0181291 | Consulting | $23,918 |
MELTON & MELTON LLP8+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $13,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,129 | $52,346-11.9% | $143,801-67.9% | $78,104-40.9% |
| Participation rate | 71.2% | 72.7%-1.5pp | 80.3%-9.1pp | 74.5%-3.3pp |
| Annual return | -17.76% | -14.19%-3.6pp | -0.04%-17.7pp | 10.90%-28.7pp |
| Employer contribution / active EE | $1,682 | $2,131-21.1% | $4,952-66.0% | $3,128-46.2% |
| Participant deferral / active EE | $3,636 | $3,800-4.3% | $5,639-35.5% | $5,089-28.5% |
| Admin fee / account holder | $50 | $63-20.8% | $14,680-99.7% | $79-36.4% |