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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,897 |
Filed as: MERIDIAN FINANCIAL GROUP Service code 27 623 BRETON PLACE · ARNOLD, MD 21012 | Advisory (Plan) | $14,086 |
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 | $55,368 | $110,083-49.7% | $151,639-63.5% | $68,486-19.2% |
| Participation rate | 98.6% | 84.0%+14.6pp | 87.5%+11.1pp | 67.9%+30.7pp |
| Annual return | -5.10% | -10.12%+5.0pp | 3.34%-8.4pp | -7.85%+2.8pp |
| Employer contribution / active EE | $2,502 | $4,470-44.0% | $6,165-59.4% | $2,597-3.7% |
| Participant deferral / active EE | $3,771 | $6,526-42.2% | $8,363-54.9% | $4,028-6.4% |
| Admin fee / account holder | $228 | $7,718-97.1% | $11,613-98.0% | $5,404-95.8% |