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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $25,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,229 | $45,119+62.3% | $85,126-14.0% | $74,429-1.6% |
| Participation rate | 61.3% | 49.4%+11.9pp | 67.5%-6.3pp | 67.2%-6.0pp |
| Annual return | 11.14% | 26.28%-15.1pp | 66.63%-55.5pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,615 | $1,460+10.6% | $2,731-40.9% | $2,625-38.5% |
| Participant deferral / active EE | $4,095 | $2,738+49.6% | $4,523-9.5% | $4,348-5.8% |
| Admin fee / account holder | $302 | $2,214-86.3% | $6,160-95.1% | $1,944-84.4% |