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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS Service code 26 · EIN 61-1740806 | Advisory (Participants) | $4,445 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,501 | $56,918-78.0% | $182,531-93.2% | $65,185-80.8% |
| Participation rate | 64.8% | 66.5%-1.7pp | 78.0%-13.2pp | 70.2%-5.4pp |
| Annual return | 21.47% | 27.67%-6.2pp | 148.57%-127.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $245 | $1,615-84.8% | $4,075-94.0% | $2,177-88.7% |
| Participant deferral / active EE | $1,555 | $3,526-55.9% | $5,525-71.9% | $3,514-55.7% |
| Admin fee / account holder | $37 | $531-93.1% | $8,593-99.6% | $847-95.7% |