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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $50,767 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,186 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,620 | $101,591-12.8% | $147,096-39.8% | $74,429+19.1% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 13.91% | 8746.45%-8732.5pp | 419.75%-405.8pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,660 | $3,813-56.5% | $4,936-66.4% | $2,625-36.8% |
| Participant deferral / active EE | $7,315 | $7,302+0.2% | $8,071-9.4% | $4,348+68.2% |
| Admin fee / account holder | $219 | $1,750-87.5% | $13,005-98.3% | $1,944-88.7% |