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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $17,219 |
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,841 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,877 | $137,414-48.4% | $189,520-62.6% | $85,856-17.4% |
| Participation rate | 94.6% | 84.6%+10.0pp | 87.8%+6.8pp | 69.3%+25.3pp |
| Annual return | 11.91% | 38.14%-26.2pp | 555.25%-543.3pp | 318.58%-306.7pp |
| Employer contribution / active EE | $2,441 | $4,344-43.8% | $6,161-60.4% | $2,565-4.8% |
| Participant deferral / active EE | $4,184 | $6,260-33.2% | $8,220-49.1% | $3,952+5.9% |
| Admin fee / account holder | $245 | $8,630-97.2% | $12,046-98.0% | $6,261-96.1% |