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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $194,780 |
NEPC, LLC3 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $70,916 |
MELTON & MELTON LLP9+ years Filed as: MELTON & MELTON Service code 10 · EIN 74-1550819 | Accounting | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,865 | $59,312-17.6% | $149,740-67.4% | $103,657-52.9% |
| Participation rate | 65.8% | 70.3%-4.5pp | 78.8%-13.0pp | 73.4%-7.6pp |
| Annual return | 24.78% | 78.03%-53.3pp | 134.51%-109.7pp | 33.13%-8.4pp |
| Employer contribution / active EE | $1,407 | $2,187-35.6% | $4,821-70.8% | $3,216-56.2% |
| Participant deferral / active EE | $3,181 | $3,719-14.5% | $5,683-44.0% | $5,218-39.0% |
| Admin fee / account holder | $46 | $103-55.5% | $13,222-99.7% | $114-60.0% |