Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $37,346 |
MERIDIAN WEALTH MANAGEMENT LLC1+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 71-0496439 | Advisory (Plan) | $27,548 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,077 | $38,925-2.2% | $73,836-48.4% | $55,191-31.0% |
| Participation rate | 83.2% | 66.0%+17.2pp | 73.4%+9.8pp | 69.2%+14.1pp |
| Annual return | -46.15% | 6.31%-52.5pp | 2268.06%-2314.2pp | 10.78%-56.9pp |
| Employer contribution / active EE | $4,132 | $1,695+143.8% | $2,787+48.2% | $1,899+117.6% |
| Participant deferral / active EE | $5,929 | $2,351+152.2% | $3,583+65.5% | $3,046+94.6% |
| Admin fee / account holder | $150 | $83+80.7% | $4,882-96.9% | $91+64.9% |