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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 | $101,499-12.7% | $147,005-39.7% | $74,546+18.9% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.2pp |
| Annual return | 13.91% | 8732.34%-8718.4pp | 418.76%-404.9pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,660 | $3,811-56.4% | $4,934-66.4% | $2,624-36.7% |
| Participant deferral / active EE | $7,315 | $7,304+0.1% | $8,070-9.4% | $4,347+68.3% |
| Admin fee / account holder | $219 | $1,748-87.5% | $13,006-98.3% | $1,944-88.7% |