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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEYERS WEALTH MANAGEMENT Service code 26 4100 HORIZONS DRIVE, STE 101 · COLUMBUS, OH 43220 | Advisory (Participants) | $16,501 |
Service code 15 · EIN 32-0169227 | Recordkeeping | $8,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,212 | $66,302-52.9% | $110,241-71.7% | $56,287-44.5% |
| Participation rate | 57.6% | 74.9%-17.4pp | 79.8%-22.3pp | 69.9%-12.3pp |
| Annual return | -4.08% | -1.18%-2.9pp | 314.75%-318.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,227 | $2,047-40.1% | $3,827-67.9% | $2,111-41.9% |
| Participant deferral / active EE | $2,285 | $3,381-32.4% | $4,672-51.1% | $3,350-31.8% |
| Admin fee / account holder | $284 | $698-59.4% | $8,548-96.7% | $521-45.6% |