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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,066 |
MARINER LLC1 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $20,000 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $19,443 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $116,624 | $79,181+47.3% | $102,423+13.9% | $74,429+56.7% |
| Participation rate | 95.1% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.8pp |
| Annual return | 21.07% | 54.97%-33.9pp | 29.42%-8.4pp | 1368.38%-1347.3pp |
| Employer contribution / active EE | $2,175 | $2,362-7.9% | $3,023-28.1% | $2,625-17.1% |
| Participant deferral / active EE | $7,896 | $4,416+78.8% | $5,054+56.2% | $4,348+81.6% |
| Admin fee / account holder | $326 | $2,002-83.7% | $9,455-96.6% | $1,944-83.2% |