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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $412,659 |
Service code 16 · EIN 47-0800100 | Consulting | $5,510 |
MARINER LLC1 year Filed as: MARINER, LLC Service code 16 · EIN 20-4553256 | Consulting | $5,104 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,883 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,485 | $47,634+35.4% | $90,468-28.7% | $90,274-28.6% |
| Participation rate | 99.0% | 67.5%+31.5pp | 72.7%+26.3pp | 73.4%+25.6pp |
| Annual return | 17.08% | 19.61%-2.5pp | 1294.94%-1277.9pp | 53.97%-36.9pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,264-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,714 | $2,824+137.7% | $3,964+69.4% | $4,231+58.7% |
| Admin fee / account holder | $41 | $106-61.4% | $5,614-99.3% | $114-64.1% |