Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER Service code 12 · EIN 59-3676225 | Claims processing | $28,394 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,071 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,728 | $132,049-59.3% | $200,582-73.2% | $74,304-27.7% |
| Participation rate | 88.5% | 84.1%+4.4pp | 86.9%+1.6pp | 60.3%+28.1pp |
| Annual return | 21.73% | 22.22%-0.5pp | 42.33%-20.6pp | 29.43%-7.7pp |
| Employer contribution / active EE | $1,810 | $4,558-60.3% | $6,419-71.8% | $2,241-19.2% |
| Participant deferral / active EE | $5,211 | $7,213-27.8% | $9,331-44.2% | $3,767+38.3% |
| Admin fee / account holder | $147 | $2,405-93.9% | $16,305-99.1% | $2,969-95.0% |