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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $46,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,969 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,812 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,925 | $129,095-32.7% | $184,185-52.8% | $77,692+11.9% |
| Participation rate | 86.3% | 87.3%-1.1pp | 86.8%-0.6pp | 70.6%+15.7pp |
| Annual return | 17.35% | 33.29%-15.9pp | 28.81%-11.5pp | 31.25%-13.9pp |
| Employer contribution / active EE | $6,985 | $4,410+58.4% | $6,426+8.7% | $2,726+156.2% |
| Participant deferral / active EE | $14,003 | $7,300+91.8% | $9,132+53.3% | $4,648+201.2% |
| Admin fee / account holder | $209 | $256-18.3% | $13,909-98.5% | $431-51.5% |