Filed April 1, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,925 |
Filed as: MERIDIAN MANAGEMENT COMPANY Service code 27 · EIN 26-4542513 11300 CANTRELL RD SUITE 200 · LITTLE ROCK, AR 72212 | Advisory (Plan) | $5,425 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,788 | $185,342-98.0% | $111,303-96.6% | $86,813-95.6% |
| Participation rate | 86.6% | 81.0%+5.6pp | 77.3%+9.2pp | 72.3%+14.3pp |
| Annual return | 12.63% | 500.80%-488.2pp | 54.66%-42.0pp | 97.93%-85.3pp |
| Employer contribution / active EE | $1,380 | $2,246-38.5% | $2,731-49.5% | $2,406-42.6% |
| Participant deferral / active EE | $119 | $4,458-97.3% | $4,487-97.4% | $4,131-97.1% |
| Admin fee / account holder | $48 | $255-81.3% | $7,966-99.4% | $170-71.8% |