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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $38,119 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,311 |
ADP BROKER-DEALER8+ 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 | $57,875 | $84,493-31.5% | $125,381-53.8% | $66,938-13.5% |
| Participation rate | 90.5% | 76.4%+14.1pp | 82.4%+8.2pp | 69.8%+20.7pp |
| Annual return | -16.36% | -8.49%-7.9pp | 572.31%-588.7pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,342 | $3,554-62.2% | $4,815-72.1% | $2,545-47.3% |
| Participant deferral / active EE | $6,688 | $6,783-1.4% | $7,448-10.2% | $4,238+57.8% |
| Admin fee / account holder | $160 | $685-76.7% | $10,007-98.4% | $594-73.1% |