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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 | $88,087+25.5% | $164,866-33.0% | $74,546+48.3% |
| Participation rate | 62.0% | 73.1%-11.1pp | 78.6%-16.6pp | 67.2%-5.2pp |
| Annual return | 10.22% | 17.27%-7.1pp | 69.97%-59.7pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $2,286 | $2,595-11.9% | $4,343-47.4% | $2,624-12.9% |
| Participant deferral / active EE | $3,080 | $4,499-31.6% | $6,033-49.0% | $4,347-29.2% |
| Admin fee / account holder | $930 | $2,232-58.3% | $12,689-92.7% | $1,944-52.2% |