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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,489 |
MARINER LLC1+ years Filed as: MARINER RETIREMENT Service code 28 · EIN 61-1740806 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,284 | $36,916-64.0% | $156,551-91.5% | $57,658-77.0% |
| Participation rate | 40.9% | 63.4%-22.5pp | 84.0%-43.1pp | 70.2%-29.3pp |
| Annual return | -2.31% | 12.38%-14.7pp | 32.23%-34.5pp | 5.13%-7.4pp |
| Employer contribution / active EE | $263 | $1,571-83.3% | $5,501-95.2% | $1,974-86.7% |
| Participant deferral / active EE | $636 | $1,926-67.0% | $4,871-86.9% | $3,061-79.2% |
| Admin fee / account holder | $2 | $82-97.2% | $13,028-100.0% | $95-97.6% |