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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC2+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 26-4542513 | Advisory (Plan) | $17,129 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $15,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,141 | $36,916-72.5% | $156,551-93.5% | $57,658-82.4% |
| Participation rate | 29.7% | 63.4%-33.7pp | 84.0%-54.3pp | 70.2%-40.5pp |
| Annual return | 5.73% | 12.38%-6.7pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $278 | $1,571-82.3% | $5,501-94.9% | $1,974-85.9% |
| Participant deferral / active EE | $387 | $1,926-79.9% | $4,871-92.1% | $3,061-87.4% |
| Admin fee / account holder | $104 | $82+26.5% | $13,028-99.2% | $95+10.4% |