Filed July 12, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $14,026 |
MELTON & MELTON LLP5+ years Service code 49 · EIN 74-1550819 | Other Services | $8,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,600 | $66,650-82.6% | $92,916-87.5% | $67,584-82.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.42% | 92.64%-73.2pp | 109.45%-90.0pp | 378.59%-359.2pp |
| Employer contribution / active EE | $264 | $2,777-90.5% | $3,654-92.8% | $2,148-87.7% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $34 | $199-83.0% | $5,796-99.4% | $142-76.2% |