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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $53,000 |
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 | $83,890 | $82,674+1.5% | $125,381-33.1% | $68,486+22.5% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -11.53% | -5.97%-5.6pp | 572.31%-583.8pp | -7.85%-3.7pp |
| Employer contribution / active EE | $4,455 | $3,382+31.7% | $4,815-7.5% | $2,597+71.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $433 | $6,277-93.1% | $10,007-95.7% | $5,404-92.0% |