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 |
|---|---|---|
Service code 13 · EIN 43-1021898 | Contract Administrator | $46,001 |
MARINER LLC5+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $35,974 |
Filed as: MASSMUTUAL Service code 49 · EIN 04-1590850 | Other Services | $15,495 |
AMERICAN CENTURY3 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS3 years Service code 52 · EIN 95-2482877 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
DWS FUNDS2 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS3 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,244 | $40,174-22.2% | $84,023-62.8% | $67,582-53.8% |
| Participation rate | 77.5% | 62.7%+14.8pp | 69.0%+8.4pp | 71.3%+6.2pp |
| Annual return | 12.04% | 25.82%-13.8pp | 71.32%-59.3pp | 378.57%-366.5pp |
| Employer contribution / active EE | $728 | $808-9.8% | $1,984-63.3% | $2,148-66.1% |
| Participant deferral / active EE | $2,961 | $2,301+28.7% | $3,239-8.6% | $3,539-16.3% |
| Admin fee / account holder | $181 | $128+41.4% | $6,102-97.0% | $142+27.5% |