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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 | $101,591-32.2% | $147,096-53.2% | $74,429-7.5% |
| Participation rate | 96.6% | 75.5%+21.1pp | 82.2%+14.5pp | 67.2%+29.4pp |
| Annual return | 18.75% | 8746.45%-8727.7pp | 419.75%-401.0pp | 1368.38%-1349.6pp |
| Employer contribution / active EE | $3,703 | $3,813-2.9% | $4,936-25.0% | $2,625+41.1% |
| Participant deferral / active EE | $6,658 | $7,302-8.8% | $8,071-17.5% | $4,348+53.1% |
| Admin fee / account holder | $348 | $1,750-80.1% | $13,005-97.3% | $1,944-82.1% |