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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $13,544 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $10,162 |
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 | $49,254 | $100,060-50.8% | $149,721-67.1% | $70,126-29.8% |
| Participation rate | 97.6% | 83.6%+14.0pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 17.42% | 27.46%-10.0pp | 1501.67%-1484.2pp | 73.15%-55.7pp |
| Employer contribution / active EE | $4,031 | $3,661+10.1% | $5,444-26.0% | $2,343+72.1% |
| Participant deferral / active EE | $3,645 | $4,982-26.8% | $6,568-44.5% | $3,332+9.4% |
| Admin fee / account holder | $180 | $8,285-97.8% | $11,282-98.4% | $4,645-96.1% |