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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $46,459 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,014 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $2,140 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $869 |
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 | $73,545 | $61,356+19.9% | $149,696-50.9% | $71,511+2.8% |
| Participation rate | 94.7% | 62.5%+32.2pp | 78.8%+15.9pp | 67.9%+26.8pp |
| Annual return | 15.69% | 35.86%-20.2pp | 134.46%-118.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $3,748 | $2,382+57.4% | $4,821-22.3% | $2,589+44.8% |
| Participant deferral / active EE | $3,758 | $2,920+28.7% | $5,682-33.9% | $4,291-12.4% |
| Admin fee / account holder | $496 | $1,263-60.7% | $13,212-96.2% | $1,588-68.8% |