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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $40,754 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,525 |
ADP BROKER-DEALER5+ 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 | $78,429 | $65,376+20.0% | $87,102-10.0% | $65,185+20.3% |
| Participation rate | 96.1% | 75.3%+20.8pp | 76.9%+19.3pp | 70.2%+25.9pp |
| Annual return | 23.89% | 31.27%-7.4pp | 28.19%-4.3pp | 29.38%-5.5pp |
| Employer contribution / active EE | $1,032 | $1,822-43.4% | $2,521-59.1% | $2,177-52.6% |
| Participant deferral / active EE | $6,042 | $3,388+78.3% | $4,048+49.2% | $3,514+71.9% |
| Admin fee / account holder | $286 | $520-44.9% | $7,491-96.2% | $847-66.2% |