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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 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,073 | $83,369+26.0% | $105,223-0.1% | $67,986+54.6% |
| Participation rate | 99.4% | 56.3%+43.2pp | 75.0%+24.4pp | 57.2%+42.2pp |
| Annual return | 10.03% | 24.64%-14.6pp | 180.65%-170.6pp | 31.67%-21.6pp |
| Employer contribution / active EE | $5,563 | $2,541+118.9% | $3,689+50.8% | $2,019+175.6% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $280 | $4,073-93.1% | $8,859-96.8% | $3,203-91.2% |