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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-0846572 | Advisory (Plan) | $87,579 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $85,581 |
ANEW 401K TPA LLC9 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $17,741 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $3,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,358 | $38,967-47.8% | $86,233-76.4% | $79,634-74.4% |
| Participation rate | 93.3% | 34.1%+59.3pp | 69.0%+24.3pp | 62.5%+30.8pp |
| Annual return | 13.49% | 49.90%-36.4pp | 61.39%-47.9pp | 36.46%-23.0pp |
| Employer contribution / active EE | $1,055 | $868+21.5% | $2,504-57.9% | $2,529-58.3% |
| Participant deferral / active EE | $2,058 | $1,663+23.8% | $4,559-54.9% | $3,835-46.3% |
| Admin fee / account holder | $198 | $2,660-92.6% | $8,342-97.6% | $1,002-80.3% |