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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $98,448 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $37,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,526 | $88,203+25.3% | $165,100-33.1% | $74,478+48.4% |
| Participation rate | 62.0% | 73.1%-11.1pp | 78.6%-16.6pp | 67.2%-5.2pp |
| Annual return | 10.22% | 17.13%-6.9pp | 70.21%-60.0pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,286 | $2,601-12.1% | $4,348-47.4% | $2,626-13.0% |
| Participant deferral / active EE | $3,080 | $4,505-31.6% | $6,035-49.0% | $4,350-29.2% |
| Admin fee / account holder | $930 | $2,235-58.4% | $12,696-92.7% | $1,946-52.2% |