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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Float reve... | $76,404 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 16 · EIN 27-0846572 | Consulting | $36,775 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,564 | $62,928-21.2% | $172,739-71.3% | $67,579-26.7% |
| Participation rate | 52.4% | 64.5%-12.1pp | 82.6%-30.2pp | 71.3%-18.9pp |
| Annual return | 11.77% | 30.36%-18.6pp | 802.84%-791.1pp | 378.56%-366.8pp |
| Employer contribution / active EE | $1,211 | $1,636-26.0% | $5,143-76.5% | $2,148-43.6% |
| Participant deferral / active EE | $2,321 | $2,145+8.2% | $5,198-55.4% | $3,539-34.4% |
| Admin fee / account holder | $367 | $167+120.5% | $13,954-97.4% | $142+158.3% |