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 LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 1401 SOUTH BRENTWOOD BLVD · ST. LOUIS, MO 63144 | Advisory (Participants) | $15,241 |
KRILOGY FINANCIAL LLC1 year Service code 26 600 EMERSON ROAD · ST. LOUIS, MO 63141 | Advisory (Participants) | $10,388 |
ASCENSUS LLC1 year Filed as: ASCENSUS, INC. Service code 49 14323 SOUTH OUTER 40 · CHESTERFIELD, MO 63017 | Other Services | $6,755 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $428 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,487 | $48,576+10.1% | $169,452-68.4% | $56,287-5.0% |
| Participation rate | 73.0% | 65.8%+7.2pp | 77.8%-4.8pp | 69.9%+3.1pp |
| Annual return | -6.98% | -2.51%-4.5pp | 1.83%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $344 | $1,559-77.9% | $4,157-91.7% | $2,111-83.7% |
| Participant deferral / active EE | $2,744 | $3,275-16.2% | $5,277-48.0% | $3,350-18.1% |
| Admin fee / account holder | $101 | $435-76.8% | $9,110-98.9% | $521-80.6% |