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 LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH ST., SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,752 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,764 |
Service code 13 | Contract Administrator | $5,950 |
Filed as: CLARK SCHAEFER HACKETT & CO. Service code 13 10100 INNOVATION DRIVE, SUITE 400 · DAYTON, OH 45342 | Contract Administrator | $1,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,502 | $72,620-48.4% | $90,756-58.7% | $66,930-44.0% |
| Participation rate | 97.7% | 73.7%+24.0pp | 75.7%+22.1pp | 69.8%+27.9pp |
| Annual return | -14.08% | -12.28%-1.8pp | -12.16%-1.9pp | 1.57%-15.7pp |
| Employer contribution / active EE | $1,808 | $2,369-23.7% | $2,922-38.1% | $2,545-28.9% |
| Participant deferral / active EE | $3,901 | $3,979-2.0% | $4,565-14.5% | $4,238-8.0% |
| Admin fee / account holder | $369 | $707-47.8% | $8,445-95.6% | $593-37.8% |