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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $25,000 |
ROMOLO & ASSOCIATES5 years Filed as: ROMOLO & ASSOCIATES, LLC Service code 10 · EIN 84-2885766 | Accounting | $11,500 |
UMR1 year Service code 13 PO BOX 68994 · INDIANAPOLIS, IN 46268 | Contract Administrator | $8,105 |
CAVANAGH & O'HARA5 years Service code 29 · EIN 37-1259635 | Legal | $7,589 |
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 01-0233346 | Securities Custodian | $939 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,073 | $90,170+16.5% | $150,734-30.3% | $69,733+50.7% |
| Participation rate | 99.4% | 60.2%+39.2pp | 78.4%+21.0pp | 62.5%+37.0pp |
| Annual return | 10.03% | 16.56%-6.5pp | 600.81%-590.8pp | 15.22%-5.2pp |
| Employer contribution / active EE | $5,563 | $3,428+62.3% | $4,918+13.1% | $2,250+147.2% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $280 | $4,600-93.9% | $14,905-98.1% | $3,102-91.0% |