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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $79,661 |
Filed as: MERIDIAN WEALTH MANAGEMENT, LLC Service code 27 · EIN 27-0846572 | Advisory (Plan) | $73,896 |
ANEW 401K TPA LLC8 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $12,930 |
Filed as: BLUE & CO LLC Service code 10 · EIN 35-1178661 | Accounting | $7,250 |
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 | $16,056 | $45,109-64.4% | $85,187-81.2% | $77,736-79.3% |
| Participation rate | 93.1% | 48.7%+44.4pp | 67.5%+25.6pp | 70.6%+22.5pp |
| Annual return | 12.91% | 79.55%-66.6pp | 66.67%-53.8pp | 31.26%-18.3pp |
| Employer contribution / active EE | $1,121 | $1,602-30.0% | $2,732-59.0% | $2,728-58.9% |
| Participant deferral / active EE | $1,858 | $2,814-34.0% | $4,525-58.9% | $4,651-60.1% |
| Admin fee / account holder | $167 | $915-81.8% | $6,162-97.3% | $433-61.5% |