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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $47,344 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $45,078 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $1,780 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $610 |
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 | $63,987 | $65,092-1.7% | $143,799-55.5% | $66,938-4.4% |
| Participation rate | 94.9% | 65.2%+29.7pp | 80.3%+14.6pp | 69.8%+25.1pp |
| Annual return | -15.10% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $4,047 | $2,362+71.4% | $4,952-18.3% | $2,545+59.0% |
| Participant deferral / active EE | $4,147 | $2,920+42.0% | $5,638-26.5% | $4,238-2.2% |
| Admin fee / account holder | $523 | $502+4.0% | $14,677-96.4% | $594-12.0% |