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| Provider | Service type | Compensation |
|---|---|---|
MONATGE SECURITIES LLC1 year Filed as: MONTAGE SECURITIES LLC Service code 55 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Other Commissions | $47,049 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $8,092 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,618 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $984 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,252 | $51,207+255.9% | $70,565+158.3% | $71,529+154.8% |
| Participation rate | 84.0% | 59.4%+24.6pp | 68.4%+15.6pp | 67.9%+16.0pp |
| Annual return | 19.04% | 42.71%-23.7pp | 32.79%-13.8pp | 28.97%-9.9pp |
| Employer contribution / active EE | $1,409 | $1,795-21.5% | $2,976-52.7% | $2,590-45.6% |
| Participant deferral / active EE | $3,214 | $3,033+6.0% | $4,568-29.6% | $4,291-25.1% |
| Admin fee / account holder | $100 | $2,002-95.0% | $6,430-98.5% | $1,588-93.7% |