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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $51,789 |
MARINER LLC10+ years Filed as: MARINER RETIREMENT Service code 28 · EIN 61-1740806 | Investment Management | $0 |
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 | $45,873 | $86,050-46.7% | $189,758-75.8% | $94,015-51.2% |
| Participation rate | 78.3% | 68.9%+9.4pp | 79.8%-1.5pp | 70.8%+7.5pp |
| Annual return | 4.93% | 17.77%-12.8pp | 52.62%-47.7pp | 17.84%-12.9pp |
| Employer contribution / active EE | $889 | $2,819-68.5% | $4,767-81.3% | $2,790-68.1% |
| Participant deferral / active EE | $2,260 | $3,349-32.5% | $5,856-61.4% | $4,249-46.8% |
| Admin fee / account holder | $5 | $6,627-99.9% | $20,388-100.0% | $8,951-99.9% |