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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $52,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,115 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $2,360 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,919 |
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 | $81,508 | $55,446+47.0% | $155,574-47.6% | $74,429+9.5% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 12.14% | 269.20%-257.1pp | 64.87%-52.7pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $4,215 | $2,266+86.0% | $4,676-9.9% | $2,625+60.6% |
| Participant deferral / active EE | $4,388 | $2,836+54.7% | $5,629-22.0% | $4,348+0.9% |
| Admin fee / account holder | $536 | $1,743-69.2% | $15,914-96.6% | $1,944-72.4% |