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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC8 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $64,388 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,764 | $106,749-22.5% | $145,433-43.1% | $82,448+0.4% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 13.14% | 27.59%-14.5pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $6,223 | $3,444+80.7% | $4,554+36.6% | $2,551+144.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $457 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |