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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $39,280 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,559 |
STINSON LEONARD STREET1 year Service code 29 PO BOX 843052 · KANSAS CITY, MO 641843052 | Legal | $16,481 |
PICKETT, CHANEY & MCMULLEN LLP2+ years Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $6,445 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,062 | $52,884-9.1% | $84,753-43.3% | $55,167-12.9% |
| Participation rate | 91.2% | 67.5%+23.7pp | 76.6%+14.6pp | 69.0%+22.2pp |
| Annual return | 4.82% | 18.03%-13.2pp | 22.78%-18.0pp | 169.23%-164.4pp |
| Employer contribution / active EE | $2,194 | $2,233-1.8% | $3,574-38.6% | $1,963+11.8% |
| Participant deferral / active EE | $2,571 | $2,644-2.8% | $3,712-30.7% | $3,054-15.8% |
| Admin fee / account holder | $375 | $581-35.4% | $5,333-93.0% | $504-25.6% |