Filed February 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $13,928 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,156 | $58,895-72.6% | $178,503-90.9% | $73,497-78.0% |
| Participation rate | 97.4% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.7pp |
| Annual return | 42.16% | 24.86%+17.3pp | 151.12%-109.0pp | 28.51%+13.6pp |
| Employer contribution / active EE | $1,402 | $2,236-37.3% | $5,011-72.0% | $2,270-38.3% |
| Participant deferral / active EE | $2,849 | $2,567+11.0% | $5,202-45.2% | $3,740-23.8% |
| Admin fee / account holder | $145 | $400-63.7% | $13,987-99.0% | $513-71.7% |