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| Provider | Service type | Compensation |
|---|---|---|
MERIDAN MANAGEMENT COMPANY3 years Service code 27 11300 CANTRELL RD STE 200 · LITTLE ROCK, AR 72034 | Advisory (Plan) | $32,802 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,552 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,863 | $101,672-32.3% | $147,117-53.2% | $74,478-7.5% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 18.75% | 8757.83%-8739.1pp | 420.54%-401.8pp | 1370.56%-1351.8pp |
| Employer contribution / active EE | $3,703 | $3,813-2.9% | $4,932-24.9% | $2,626+41.0% |
| Participant deferral / active EE | $6,658 | $7,305-8.9% | $8,065-17.4% | $4,350+53.1% |
| Admin fee / account holder | $348 | $1,753-80.2% | $12,993-97.3% | $1,946-82.1% |