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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 | $55,470+46.9% | $155,556-47.6% | $74,478+9.4% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 12.14% | 269.80%-257.7pp | 64.84%-52.7pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $4,215 | $2,267+86.0% | $4,675-9.8% | $2,626+60.5% |
| Participant deferral / active EE | $4,388 | $2,838+54.6% | $5,631-22.1% | $4,350+0.9% |
| Admin fee / account holder | $536 | $1,744-69.3% | $15,885-96.6% | $1,946-72.4% |