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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 | $78,690-41.7% | $161,489-71.6% | $87,485-47.6% |
| Participation rate | 78.3% | 67.5%+10.8pp | 78.7%-0.4pp | 68.9%+9.4pp |
| Annual return | 4.93% | 32.74%-27.8pp | 89.72%-84.8pp | 26.06%-21.1pp |
| Employer contribution / active EE | $889 | $2,588-65.6% | $4,268-79.2% | $2,596-65.8% |
| Participant deferral / active EE | $2,260 | $3,311-31.7% | $5,630-59.8% | $4,274-47.1% |
| Admin fee / account holder | $5 | $6,724-99.9% | $16,006-100.0% | $7,775-99.9% |