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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH PARTNERS LLC3 years Service code 26 · EIN 81-5475391 653 SKIPPACK PIKE · BLUE BELL, PA 19422 | Advisory (Participants) | $10,318 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $63,701 | $51,288+24.2% | $81,982-22.3% | $73,412-13.2% |
| Participation rate | 14.7% | 64.0%-49.3pp | 69.3%-54.6pp | 72.2%-57.5pp |
| Annual return | 14.94% | 29.48%-14.5pp | 41.31%-26.4pp | 59.30%-44.4pp |
| Employer contribution / active EE | $285 | $1,487-80.8% | $2,498-88.6% | $2,234-87.2% |
| Participant deferral / active EE | $703 | $2,715-74.1% | $3,722-81.1% | $3,806-81.5% |
| Admin fee / account holder | $206 | $125+64.5% | $5,665-96.4% | $158+30.5% |