Filed February 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $24,327 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,701 | $49,915-46.5% | $154,803-82.8% | $74,304-64.1% |
| Participation rate | 98.8% | 54.0%+44.8pp | 78.1%+20.7pp | 60.3%+38.4pp |
| Annual return | 15.44% | 34.06%-18.6pp | 58.88%-43.4pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,524 | $1,611-5.4% | $4,305-64.6% | $2,241-32.0% |
| Participant deferral / active EE | $3,715 | $2,255+64.8% | $5,540-33.0% | $3,767-1.4% |
| Admin fee / account holder | $250 | $2,189-88.6% | $14,329-98.3% | $2,969-91.6% |