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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.8 years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,579 |
MERIDIAN WEALTH MANAGEMENT LLC9+ years Filed as: MERIDIAN INVESTMENT ADVISORS Service code 26 · EIN 26-4542513 | Advisory (Participants) | $8,250 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,456 | $47,180-63.0% | $149,723-88.3% | $74,473-76.6% |
| Participation rate | 37.0% | 63.4%-26.4pp | 78.8%-41.7pp | 70.7%-33.7pp |
| Annual return | 14.30% | 22.75%-8.4pp | 134.50%-120.2pp | 34.36%-20.1pp |
| Employer contribution / active EE | $453 | $1,907-76.3% | $4,821-90.6% | $2,638-82.8% |
| Participant deferral / active EE | $651 | $2,730-76.2% | $5,682-88.6% | $4,530-85.6% |
| Admin fee / account holder | $145 | $343-57.8% | $13,215-98.9% | $347-58.3% |