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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $21,589 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $19,195 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,042 |
ADP BROKER-DEALER9+ 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 | $77,121 | $91,439-15.7% | $135,974-43.3% | $71,511+7.8% |
| Participation rate | 89.5% | 75.7%+13.8pp | 81.9%+7.6pp | 67.9%+21.5pp |
| Annual return | 18.80% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.1pp |
| Employer contribution / active EE | $1,426 | $3,705-61.5% | $4,859-70.7% | $2,589-44.9% |
| Participant deferral / active EE | $6,485 | $7,093-8.6% | $7,760-16.4% | $4,291+51.2% |
| Admin fee / account holder | $181 | $1,267-85.7% | $10,767-98.3% | $1,588-88.6% |