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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 27 · EIN 27-0846572 | Advisory (Plan) | $46,128 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $8,834 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,851 | $50,919+15.6% | $155,556-62.2% | $77,762-24.3% |
| Participation rate | 51.4% | 63.1%-11.7pp | 78.2%-26.8pp | 70.6%-19.2pp |
| Annual return | 10.93% | 34.84%-23.9pp | 64.84%-53.9pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,187 | $1,991-40.4% | $4,675-74.6% | $2,728-56.5% |
| Participant deferral / active EE | $2,421 | $2,824-14.3% | $5,631-57.0% | $4,651-47.9% |
| Admin fee / account holder | $151 | $437-65.3% | $15,885-99.0% | $433-65.0% |