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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $22,361 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,675 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,479 | $75,183-52.8% | $123,894-71.4% | $55,167-35.7% |
| Participation rate | 94.2% | 72.8%+21.4pp | 81.4%+12.8pp | 69.0%+25.2pp |
| Annual return | 12.90% | 19.01%-6.1pp | 47.52%-34.6pp | 169.23%-156.3pp |
| Employer contribution / active EE | $906 | $2,823-67.9% | $4,617-80.4% | $1,963-53.8% |
| Participant deferral / active EE | $4,080 | $5,084-19.8% | $5,984-31.8% | $3,054+33.6% |
| Admin fee / account holder | $157 | $663-76.3% | $8,357-98.1% | $504-68.8% |