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) | $65,788 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 16.35% | 10.60%+5.8pp | -2.84%+19.2pp | 627.08%-610.7pp |
| Employer contribution / active EE | $20,280 | $19,729+2.8% | $33,329-39.2% | $18,824+7.7% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |