Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,146 |
Filed as: MERIDIAN INVESTMENT ADVISERS INC Service code 27 11300 CANTRELL RD STE 200 · LITTLE ROCK, AR 72212 | Advisory (Plan) | $7,589 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,820 | $64,909+9.1% | $82,313-14.0% | $62,293+13.7% |
| Participation rate | 98.1% | 74.9%+23.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | 12.07% | 21.18%-9.1pp | 25.88%-13.8pp | 28.90%-16.8pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,050 | $3,103+30.5% | $3,706+9.3% | $3,169+27.8% |
| Admin fee / account holder | $285 | $440-35.2% | $5,608-94.9% | $479-40.6% |