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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $22,109 |
MERIDIAN WEALTH MANAGEMENT LLC6+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 27 · EIN 26-4542513 | Advisory (Plan) | $19,781 |
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 | $12,873 | $52,293-75.4% | $178,503-92.8% | $73,412-82.5% |
| Participation rate | 37.5% | 65.3%-27.9pp | 81.9%-44.5pp | 72.2%-34.7pp |
| Annual return | 10.97% | 34.75%-23.8pp | 151.12%-140.1pp | 59.30%-48.3pp |
| Employer contribution / active EE | $386 | $1,736-77.7% | $5,011-92.3% | $2,234-82.7% |
| Participant deferral / active EE | $521 | $2,333-77.7% | $5,202-90.0% | $3,806-86.3% |
| Admin fee / account holder | $111 | $127-12.5% | $13,987-99.2% | $158-29.4% |