Filed February 1, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $709,864 |
Filed as: MERIDIAN TRUST AND INVESTMENT CO Service code 17 · EIN 62-1700796 | Pension Consulting | $174,742 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $145,450 | $49,270+195.2% | $156,551-7.1% | $329,111-55.8% |
| Participation rate | 69.2% | 68.1%+1.0pp | 84.0%-14.9pp | 67.9%+1.3pp |
| Annual return | 11.45% | 23.25%-11.8pp | 32.23%-20.8pp | 16.35%-4.9pp |
| Employer contribution / active EE | $3,774 | $1,534+146.0% | $5,501-31.4% | $2,303+63.8% |
| Participant deferral / active EE | $8,667 | $2,920+196.8% | $4,871+77.9% | $3,682+135.4% |
| Admin fee / account holder | $99 | $51+96.7% | $13,028-99.2% | $754-86.8% |