Filed November 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 70 · EIN 20-4553256 | Consulting Fees | $72,918 |
FLEXIBLE PLAN INVESTMENTS LTD2+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $31,835 |
CHARLES SCHWAB & CO., INC.2+ years Service code 28 · EIN 94-1737782 | Investment Management | $10,627 |
JACKSON FINANCIAL MANAGEMENT2+ years Service code 70 · EIN 33-0791039 | Consulting Fees | $8,821 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $6,401 |
Service code 70 · EIN 48-1156653 | Consulting Fees | $5,114 |
ZEMENICK & WALKER INC1 year Service code 70 · EIN 43-1456681 | Consulting Fees | $5,005 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,143 | $96,458+60.8% | $136,294+13.8% | $77,958+99.0% |
| Participation rate | 96.9% | 75.4%+21.5pp | 81.9%+15.0pp | 71.6%+25.3pp |
| Annual return | 17.97% | 23.78%-5.8pp | 5155.94%-5138.0pp | 20.87%-2.9pp |
| Employer contribution / active EE | $9,456 | $3,144+200.8% | $4,695+101.4% | $2,310+309.3% |
| Participant deferral / active EE | $10,161 | $5,902+72.1% | $6,247+62.6% | $3,537+187.3% |
| Admin fee / account holder | $92 | $80+13.8% | $9,243-99.0% | $97-6.0% |