Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $76,407-40.0% | $150,298-69.5% | $82,448-44.4% |
| Participation rate | 78.3% | 66.4%+11.9pp | 77.8%+0.6pp | 68.1%+10.2pp |
| Annual return | 4.93% | 39.99%-35.1pp | 62.79%-57.9pp | 41.64%-36.7pp |
| Employer contribution / active EE | $889 | $2,614-66.0% | $4,154-78.6% | $2,551-65.1% |
| Participant deferral / active EE | $2,260 | $3,214-29.7% | $5,453-58.5% | $4,139-45.4% |
| Admin fee / account holder | $5 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |