Filed November 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $68,107 |
FLEXIBLE PLAN INVESTMENTS LTD4+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $34,508 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,450 |
Service code 70 · EIN 76-0661984 | Consulting Fees | $14,807 |
JACKSON FINANCIAL MANAGEMENT4+ years Service code 70 · EIN 33-0791039 | Consulting Fees | $9,703 |
CHARLES SCHWAB & CO., INC.4+ years Service code 28 · EIN 94-1737782 | Investment Management | $7,746 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 10 · EIN 43-1270780 | Accounting | $7,699 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $7,633 |
YUKON WEALTH MANAGEMENT INC3 years Service code 70 · EIN 48-1156653 | Consulting Fees | $6,081 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $165,883 | $101,523+63.4% | $141,200+17.5% | $77,775+113.3% |
| Participation rate | 96.5% | 77.4%+19.1pp | 82.5%+14.0pp | 73.2%+23.3pp |
| Annual return | 11.64% | 56.22%-44.6pp | 71.41%-59.8pp | 32.58%-20.9pp |
| Employer contribution / active EE | $153 | $3,341-95.4% | $4,736-96.8% | $2,504-93.9% |
| Participant deferral / active EE | $11,423 | $6,434+77.5% | $6,710+70.2% | $3,966+188.0% |
| Admin fee / account holder | $89 | $92-2.7% | $10,265-99.1% | $100-11.0% |