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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVILLE CPA'S & ADVISORS, LLC Service code 10 · EIN 90-0525804 | Accounting | $23,300 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 26 | Advisory (Participants) | $3,572 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,319 | $159,901-84.8% | $146,958-83.5% | $145,922-83.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.92% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $53,956 | $8,428+540.2% | $8,070+568.6% | $6,688+706.8% |
| Admin fee / account holder | $272 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |