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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,244 |
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $13,061 |
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 | $55,111 | $109,359-49.6% | $162,177-66.0% | $72,975-24.5% |
| Participation rate | 98.8% | 84.3%+14.5pp | 87.6%+11.2pp | 69.5%+29.3pp |
| Annual return | 23.53% | 25.46%-1.9pp | 115.60%-92.1pp | 81.01%-57.5pp |
| Employer contribution / active EE | $2,418 | $3,907-38.1% | $5,613-56.9% | $2,440-0.9% |
| Participant deferral / active EE | $4,446 | $5,481-18.9% | $7,297-39.1% | $3,608+23.2% |
| Admin fee / account holder | $199 | $7,972-97.5% | $10,843-98.2% | $5,124-96.1% |