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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,934 |
MERIDIAN WEALTH MANAGEMENT LLC10+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $18,638 |
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 | $19,980 | $55,470-64.0% | $155,556-87.2% | $74,478-73.2% |
| Participation rate | 97.7% | 61.9%+35.8pp | 78.2%+19.5pp | 67.2%+30.5pp |
| Annual return | 10.88% | 269.80%-258.9pp | 64.84%-54.0pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $1,158 | $2,267-48.9% | $4,675-75.2% | $2,626-55.9% |
| Participant deferral / active EE | $1,817 | $2,838-36.0% | $5,631-67.7% | $4,350-58.2% |
| Admin fee / account holder | $157 | $1,744-91.0% | $15,885-99.0% | $1,946-91.9% |