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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH PARTNERS LLC8 years Service code 26 · EIN 81-5475391 653 SKIPPACK PIKE · BLUE BELL, PA 19422 | Advisory (Participants) | $78,632 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,036 | $102,317-50.1% | $146,958-65.3% | $80,856-36.9% |
| Participation rate | 95.7% | 75.8%+19.8pp | 82.2%+13.5pp | 67.6%+28.0pp |
| Annual return | -27.02% | 134.76%-161.8pp | 418.34%-445.4pp | 35.59%-62.6pp |
| Employer contribution / active EE | $1,701 | $3,713-54.2% | $4,933-65.5% | $2,755-38.3% |
| Participant deferral / active EE | $21,308 | $6,644+220.7% | $8,070+164.0% | $4,296+396.0% |
| Admin fee / account holder | $668 | $7,941-91.6% | $12,998-94.9% | $6,918-90.3% |