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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $521,928 |
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $73,113 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 28 · EIN 94-2192581 | Investment Management | $36,134 |
MELTON & MELTON LLP5 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $18,337 |
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 | $185,316 | $67,512+174.5% | $185,854-0.3% | $93,010+99.2% |
| Participation rate | 78.8% | 67.1%+11.7pp | 81.7%-2.9pp | 73.9%+4.9pp |
| Annual return | 20.30% | 21.04%-0.7pp | 122.12%-101.8pp | 158.70%-138.4pp |
| Employer contribution / active EE | $5,774 | $1,783+223.8% | $5,169+11.7% | $2,705+113.4% |
| Participant deferral / active EE | $6,859 | $3,035+126.0% | $5,569+23.2% | $4,561+50.4% |
| Admin fee / account holder | $108 | $318-65.9% | $16,246-99.3% | $152-28.5% |