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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $47,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,377 | $77,817+5.9% | $123,553-33.3% | $64,173+28.4% |
| Participation rate | 97.5% | 74.7%+22.8pp | 82.3%+15.2pp | 69.6%+28.0pp |
| Annual return | -6.88% | 12.49%-19.4pp | 119.21%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,366 | $3,014+44.9% | $4,628-5.7% | $2,381+83.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $459 | $5,519-91.7% | $9,284-95.1% | $4,887-90.6% |