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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,166 |
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $14,376 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,066 | $123,793-50.7% | $177,848-65.7% | $79,856-23.5% |
| Participation rate | 97.3% | 84.7%+12.7pp | 87.7%+9.6pp | 69.6%+27.7pp |
| Annual return | 12.20% | 22.82%-10.6pp | 48.33%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $2,389 | $4,095-41.7% | $5,919-59.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,322 | $5,956-27.4% | $7,714-44.0% | $3,741+15.6% |
| Admin fee / account holder | $220 | $7,243-97.0% | $12,431-98.2% | $5,306-95.9% |