Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
MELTON & MELTON LLP4+ years Service code 10 · EIN 74-1550819 | Accounting | $10,404 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $5,339 |
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 | $10,743 | $56,443-81.0% | $83,831-87.2% | $55,727-80.7% |
| Participation rate | 78.4% | 72.0%+6.3pp | 76.1%+2.2pp | 70.9%+7.5pp |
| Annual return | -2.43% | 393.67%-396.1pp | 850.99%-853.4pp | 244.94%-247.4pp |
| Employer contribution / active EE | $1,614 | $2,682-39.8% | $3,631-55.6% | $2,078-22.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $22 | $156-85.8% | $5,479-99.6% | $115-80.7% |