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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $47,812 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,278 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,905 | $85,135-39.0% | $98,916-47.5% | $73,412-29.3% |
| Participation rate | 87.5% | 81.1%+6.3pp | 76.0%+11.4pp | 72.2%+15.3pp |
| Annual return | 17.45% | 19.14%-1.7pp | 196.45%-179.0pp | 59.30%-41.8pp |
| Employer contribution / active EE | $1,628 | $2,721-40.2% | $2,689-39.5% | $2,234-27.1% |
| Participant deferral / active EE | $4,092 | $4,349-5.9% | $4,245-3.6% | $3,806+7.5% |
| Admin fee / account holder | $106 | $139-23.9% | $6,642-98.4% | $158-32.9% |