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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $16,400 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $13,723 |
12 funds of $250K or more; 17 lines in all, holding $5.6M of the plan's $5.7M. From the 2024 filing. Recordkeeper: OneAmerica.
Target-date series: American Funds Target Date, mutual fund, 62% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $3.4M | 61.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $419K | 7.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $401K | 7.2% |
| Amerian Funds EuroPacific Growth Fund R6 Capital Group · Mutual fund | $285K | 5.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $272K | 4.9% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $191K | 3.4% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $171K | 3.1% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $97K | 1.7% |
| AB Small Cap Growth Portfolio - Class Z AllianceBernstein · Separate account | $79K | 1.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $65K | 1.2% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
The auditor signed off without reservation. This is the cleanest opinion.