Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,672-12.8% | $147,117-39.8% | $74,478+19.0% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 13.91% | 8757.83%-8743.9pp | 420.54%-406.6pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,660 | $3,813-56.5% | $4,932-66.3% | $2,626-36.8% |
| Participant deferral / active EE | $7,315 | $7,305+0.1% | $8,065-9.3% | $4,350+68.2% |
| Admin fee / account holder | $219 | $1,753-87.5% | $12,993-98.3% | $1,946-88.7% |