Filed July 12, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP3+ years Service code 10 · EIN 74-1550819 | Accounting | $7,809 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,146 |
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 | $12,128 | $60,545-80.0% | $92,240-86.9% | $69,634-82.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 16.65% | 19.71%-3.1pp | 176.29%-159.6pp | 27572.26%-27555.6pp |
| Employer contribution / active EE | $2,557 | $2,633-2.9% | $3,680-30.5% | $2,032+25.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $13 | $145-90.9% | $5,194-99.7% | $110-88.1% |