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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $55,058 |
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 | $98,328 | $93,598+5.1% | $135,974-27.7% | $75,173+30.8% |
| Participation rate | 98.6% | 75.2%+23.4pp | 81.9%+16.7pp | 67.2%+31.4pp |
| Annual return | 15.35% | 30.89%-15.5pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $5,505 | $3,538+55.6% | $4,859+13.3% | $2,671+106.1% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $459 | $6,978-93.4% | $10,767-95.7% | $5,651-91.9% |