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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 | $47,703 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,595 |
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.)
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 | $87,568 | $86,692+1.0% | $119,634-26.8% | $66,949+30.8% |
| Participation rate | 69.3% | 75.6%-6.3pp | 79.3%-10.0pp | 69.8%-0.5pp |
| Annual return | -17.36% | -8.00%-9.4pp | -14.98%-2.4pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,381 | $2,536-6.1% | $4,232-43.7% | $2,545-6.5% |
| Participant deferral / active EE | $3,039 | $4,360-30.3% | $5,601-45.8% | $4,239-28.3% |
| Admin fee / account holder | $576 | $755-23.8% | $10,329-94.4% | $594-3.0% |