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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 87-1928698 | Advisory (Participants) | $55,948 |
PEASE & ASSOCIATES, LLC1 year Filed as: PEASE BELL CPA'S Service code 10 · EIN 36-4267431 | Accounting | $20,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,400 |
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 | $73,886 | $92,076-19.8% | $105,607-30.0% | $77,736-5.0% |
| Participation rate | 71.7% | 81.0%-9.4pp | 75.3%-3.6pp | 70.6%+1.1pp |
| Annual return | 18.38% | 17.84%+0.5pp | 116.11%-97.7pp | 31.26%-12.9pp |
| Employer contribution / active EE | $1,488 | $3,370-55.8% | $3,167-53.0% | $2,728-45.4% |
| Participant deferral / active EE | $3,980 | $5,390-26.1% | $5,011-20.6% | $4,651-14.4% |
| Admin fee / account holder | $241 | $219+10.0% | $10,958-97.8% | $433-44.4% |