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| Provider | Service type | Compensation |
|---|---|---|
MERIDIAN WEALTH MANAGEMENT LLC3+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 26-4542513 | Advisory (Plan) | $18,672 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,434 |
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 | $10,570 | $46,173-77.1% | $170,435-93.8% | $69,631-84.8% |
| Participation rate | 35.1% | 63.9%-28.8pp | 83.6%-48.5pp | 70.7%-35.6pp |
| Annual return | 14.02% | 21.62%-7.6pp | 205.94%-191.9pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $334 | $1,610-79.2% | $5,432-93.8% | $2,032-83.6% |
| Participant deferral / active EE | $438 | $2,080-78.9% | $4,939-91.1% | $3,224-86.4% |
| Admin fee / account holder | $102 | $116-12.2% | $13,881-99.3% | $110-7.8% |