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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $53,773 |
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 | $99,659 | $105,200-5.3% | $159,474-37.5% | $85,847+16.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 12.52% | 45.08%-32.6pp | 263.68%-251.2pp | 318.61%-306.1pp |
| Employer contribution / active EE | $4,412 | $3,319+32.9% | $4,831-8.7% | $2,565+72.0% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $479 | $6,934-93.1% | $10,802-95.6% | $6,261-92.4% |