Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP1+ years Service code 10 · EIN 74-1550819 | Accounting | $5,311 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,356 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,495 | $50,498-85.2% | $75,784-90.1% | $55,191-86.4% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 69.2%+30.8pp |
| Annual return | 0.82% | 1.80%-1.0pp | 9.68%-8.9pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1,170 | $2,291-48.9% | $3,323-64.8% | $1,899-38.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $12 | $123-89.9% | $5,300-99.8% | $91-86.3% |