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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $453,856 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $75,350 |
Service code 16 · EIN 53-0181291 | Consulting | $27,929 |
MELTON & MELTON LLP6 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $23,142 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHER & COMPANY P.C. Service code 49 · EIN 93-1042710 | Other Services | $22,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,671 | $45,000+221.5% | $143,801+0.6% | $77,906+85.7% |
| Participation rate | 76.1% | 66.8%+9.3pp | 80.3%-4.2pp | 73.7%+2.4pp |
| Annual return | -18.13% | 29.03%-47.2pp | -0.04%-18.1pp | 12.16%-30.3pp |
| Employer contribution / active EE | $5,797 | $1,870+210.1% | $4,952+17.1% | $2,846+103.7% |
| Participant deferral / active EE | $6,928 | $3,157+119.5% | $5,639+22.9% | $4,805+44.2% |
| Admin fee / account holder | $103 | $98+4.6% | $14,680-99.3% | $133-22.3% |