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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $27,061 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,354 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $61,025 | $59,186+3.1% | $76,768-20.5% | $56,287+8.4% |
| Participation rate | 95.0% | 75.2%+19.8pp | 77.0%+18.0pp | 69.9%+25.1pp |
| Annual return | -6.21% | 6.62%-12.8pp | 2.43%-8.6pp | -9.96%+3.7pp |
| Employer contribution / active EE | $847 | $1,759-51.8% | $2,485-65.9% | $2,111-59.9% |
| Participant deferral / active EE | $6,047 | $3,255+85.8% | $3,852+57.0% | $3,350+80.5% |
| Admin fee / account holder | $164 | $489-66.4% | $6,675-97.5% | $521-68.5% |