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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 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,858 | $62,688-42.8% | $178,528-79.9% | $77,714-53.9% |
| Participation rate | 30.2% | 66.9%-36.7pp | 77.1%-46.9pp | 70.6%-40.4pp |
| Annual return | 12.34% | 16.16%-3.8pp | 27.11%-14.8pp | 31.26%-18.9pp |
| Employer contribution / active EE | $223 | $1,912-88.3% | $3,950-94.3% | $2,727-91.8% |
| Participant deferral / active EE | $1,648 | $4,224-61.0% | $6,278-73.8% | $4,649-64.6% |
| Admin fee / account holder | $104 | $386-73.0% | $10,419-99.0% | $433-75.9% |