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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $259,267 |
NEPC, LLC3 years Service code 28 · EIN 26-1429809 | Investment Management | $83,920 |
MELTON & MELTON LLP7 years Filed as: MELTON & MELTON, L.L.P. Service code 10 · EIN 74-1550819 | Accounting | $25,770 |
WILLIS TOWERS WATSON US LLC2 years Service code 16 · EIN 53-0181291 | Consulting | $5,340 |
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 | $154,149 | $59,312+159.9% | $149,740+2.9% | $103,657+48.7% |
| Participation rate | 81.1% | 70.3%+10.8pp | 78.8%+2.4pp | 73.4%+7.8pp |
| Annual return | 27.77% | 78.03%-50.3pp | 134.51%-106.7pp | 33.13%-5.4pp |
| Employer contribution / active EE | $5,312 | $2,187+142.9% | $4,821+10.2% | $3,216+65.2% |
| Participant deferral / active EE | $7,273 | $3,719+95.5% | $5,683+28.0% | $5,218+39.4% |
| Admin fee / account holder | $53 | $103-48.2% | $13,222-99.6% | $114-53.4% |