Filed April 1, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERIDIAN INVESTMENT MANAGEMENT, INC Service code 20 · EIN 71-0496439 | Trustee (individual) | $61,986 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 18.81% | 79.68%-60.9pp | 16.78%+2.0pp | 23.90%-5.1pp |
| Employer contribution / active EE | $2,000 | $21,735-90.8% | $26,328-92.4% | $16,539-87.9% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |