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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 | $63,058 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,449 |
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 | $98,815 | $83,090+18.9% | $130,062-24.0% | $71,529+38.1% |
| Participation rate | 66.2% | 74.1%-7.9pp | 78.5%-12.3pp | 67.9%-1.7pp |
| Annual return | 13.77% | 20.61%-6.8pp | -137.37%+151.1pp | 28.97%-15.2pp |
| Employer contribution / active EE | $1,710 | $2,624-34.8% | $4,322-60.4% | $2,590-34.0% |
| Participant deferral / active EE | $2,984 | $4,436-32.7% | $5,821-48.7% | $4,291-30.5% |
| Admin fee / account holder | $673 | $1,727-61.1% | $10,601-93.7% | $1,588-57.7% |