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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN MANAGEMENT Service code 26 · EIN 71-0496439 | Advisory (Participants) | $28,801 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $898 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,508,192 | $122,063+1954.8% | $184,256+1261.3% | $74,478+3267.7% |
| Participation rate | 1.4% | 85.5%-84.1pp | 86.8%-85.5pp | 67.2%-65.9pp |
| Annual return | 14.52% | 19.92%-5.4pp | 28.85%-14.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $2,177 | $4,539-52.0% | $6,427-66.1% | $2,626-17.1% |
| Participant deferral / active EE | $3,844 | $7,144-46.2% | $9,133-57.9% | $4,350-11.6% |
| Admin fee / account holder | $18,942 | $1,253+1412.1% | $13,899+36.3% | $1,946+873.5% |