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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant communication; Shareholde... | $17,312 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 16 · EIN 27-0846572 | Consulting | $5,669 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,278 | $46,173+0.2% | $170,435-72.8% | $69,631-33.5% |
| Participation rate | 56.8% | 63.9%-7.1pp | 83.6%-26.8pp | 70.7%-13.9pp |
| Annual return | 9.83% | 21.62%-11.8pp | 205.94%-196.1pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $968 | $1,610-39.9% | $5,432-82.2% | $2,032-52.4% |
| Participant deferral / active EE | $2,052 | $2,080-1.4% | $4,939-58.5% | $3,224-36.3% |
| Admin fee / account holder | $85 | $116-26.3% | $13,881-99.4% | $110-22.6% |