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 | $37,827 |
MERIDIAN WEALTH MANAGEMENT LLC2+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 71-0496439 | Advisory (Plan) | $30,855 |
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 | $39,798 | $39,859-0.2% | $78,676-49.4% | $57,658-31.0% |
| Participation rate | 81.6% | 66.1%+15.5pp | 73.6%+8.0pp | 70.2%+11.4pp |
| Annual return | 9.74% | 18.96%-9.2pp | 62.19%-52.4pp | 5.13%+4.6pp |
| Employer contribution / active EE | $4,418 | $1,786+147.4% | $2,850+55.0% | $1,974+123.8% |
| Participant deferral / active EE | $5,806 | $2,248+158.2% | $3,517+65.1% | $3,061+89.7% |
| Admin fee / account holder | $139 | $76+82.0% | $4,510-96.9% | $95+46.6% |