Filed November 27, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 10 · EIN 20-4553256 | Accounting | $73,029 |
FLEXIBLE PLAN INVESTMENTS LTD5+ years Service code 70 · EIN 38-2340348 | Consulting Fees | $16,449 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING INC Service code 10 · EIN 43-1270780 | Accounting | $15,426 |
Service code 70 · EIN 76-0661984 | Consulting Fees | $11,694 |
ZEMENICK & WALKER INC4 years Service code 70 · EIN 43-1456681 | Consulting Fees | $8,632 |
Filed as: ACROPOLIS INVESTMENT MGMT LLC Service code 70 · EIN 32-0016216 | Consulting Fees | $7,206 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 70 · EIN 74-3257877 | Consulting Fees | $7,134 |
YUKON WEALTH MANAGEMENT INC4 years Service code 70 · EIN 48-1156653 | Consulting Fees | $6,690 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 | Recordkeeping Fees | $0 |
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 | $180,988 | $127,481+42.0% | $149,751+20.9% | $90,274+100.5% |
| Participation rate | 97.3% | 78.2%+19.1pp | 82.5%+14.9pp | 73.4%+24.0pp |
| Annual return | 10.09% | 57.78%-47.7pp | 276.71%-266.6pp | 53.97%-43.9pp |
| Employer contribution / active EE | $9,983 | $3,448+189.5% | $4,646+114.9% | $2,523+295.6% |
| Participant deferral / active EE | $12,278 | $6,975+76.0% | $6,843+79.4% | $4,231+190.2% |
| Admin fee / account holder | $88 | $152-42.1% | $9,312-99.1% | $114-23.0% |