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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $47,561 |
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 | $96,048 | $89,370+7.5% | $141,197-32.0% | $72,976+31.6% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.5pp | 69.5%+25.4pp |
| Annual return | 18.58% | 111.88%-93.3pp | 71.41%-52.8pp | 81.02%-62.4pp |
| Employer contribution / active EE | $4,132 | $3,115+32.7% | $4,736-12.8% | $2,440+69.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $472 | $5,957-92.1% | $10,265-95.4% | $5,124-90.8% |