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| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES4 years Service code 15 · EIN 74-2715820 | Recordkeeping | $22,841 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 27 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Plan) | $6,967 |
Annual investment return 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,541 | $55,415-88.2% | $155,509-95.8% | $74,495-91.2% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.14% | 268.50%-258.4pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $493 | $2,267-78.2% | $4,672-89.4% | $2,623-81.2% |
| Participant deferral / active EE | $1,639 | $2,836-42.2% | $5,626-70.9% | $4,346-62.3% |
| Admin fee / account holder | $126 | $1,738-92.8% | $15,912-99.2% | $1,942-93.5% |