Filed February 23, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH ST., SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,690 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,433 |
Service code 13 | Contract Administrator | $7,138 |
Filed as: CLARK SCHAEFER HACKETT & CO. Service code 13 10100 INNOVATION DRIVE, SUITE 400 · DAYTON, OH 45342 | Contract Administrator | $1,260 |
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 | $53,714 | $78,636-31.7% | $105,607-49.1% | $74,459-27.9% |
| Participation rate | 93.0% | 72.8%+20.2pp | 75.3%+17.7pp | 67.2%+25.7pp |
| Annual return | 10.69% | 15.96%-5.3pp | 116.11%-105.4pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $2,204 | $2,523-12.7% | $3,167-30.4% | $2,626-16.1% |
| Participant deferral / active EE | $5,038 | $4,322+16.6% | $5,011+0.5% | $4,350+15.8% |
| Admin fee / account holder | $445 | $2,220-79.9% | $10,958-95.9% | $1,945-77.1% |