Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $61,267 |
Filed as: MERIDIAN WEALTH MANAGEMENT Service code 27 · EIN 27-0846572 | Advisory (Plan) | $35,547 |
NATIONAL FINANCIAL SERVICES4 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,621 | $46,332-1.5% | $143,799-68.3% | $64,819-29.6% |
| Participation rate | 46.5% | 64.2%-17.7pp | 80.3%-33.8pp | 71.5%-25.0pp |
| Annual return | -11.93% | -10.05%-1.9pp | -0.04%-11.9pp | 32.84%-44.8pp |
| Employer contribution / active EE | $1,002 | $1,911-47.6% | $4,952-79.8% | $2,507-60.0% |
| Participant deferral / active EE | $2,199 | $2,647-16.9% | $5,638-61.0% | $4,311-49.0% |
| Admin fee / account holder | $280 | $154+81.9% | $14,677-98.1% | $188+49.0% |