Filed November 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $102,153 |
FLEXIBLE PLAN INVESTMENTS LTD3+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $40,280 |
Service code 70 · EIN 76-0661984 | Consulting Fees | $13,726 |
JACKSON FINANCIAL MANAGEMENT3+ years Service code 70 · EIN 33-0791039 | Consulting Fees | $9,606 |
CHARLES SCHWAB & CO., INC.3+ years Service code 28 · EIN 94-1737782 | Investment Management | $8,944 |
YUKON WEALTH MANAGEMENT INC2 years Service code 70 · EIN 48-1156653 | Consulting Fees | $7,733 |
ZEMENICK & WALKER INC2 years Service code 70 · EIN 43-1456681 | Consulting Fees | $7,614 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $7,359 |
ATWOOD & PALMER INC1 year Service code 70 · EIN 43-1542501 | Consulting Fees | $5,398 |
Filed as: MHM RETIREMENT PLAN SOLUTIONS Service code 10 700 WEST 47TH ST, SUITE 1100 · KANSAS CITY, MO 64112 | Accounting | $5,180 |
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 | $159,741 | $88,874+79.7% | $123,553+29.3% | $75,289+112.2% |
| Participation rate | 95.8% | 75.9%+20.0pp | 82.3%+13.5pp | 72.4%+23.4pp |
| Annual return | 3.53% | 4.22%-0.7pp | 119.21%-115.7pp | -0.04%+3.6pp |
| Employer contribution / active EE | $9,004 | $3,256+176.6% | $4,628+94.6% | $2,405+274.4% |
| Participant deferral / active EE | $10,512 | $6,174+70.3% | $6,426+63.6% | $3,739+181.2% |
| Admin fee / account holder | $105 | $95+10.8% | $9,284-98.9% | $102+2.4% |