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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W. 112TH ST., SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $49,885 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $17,375 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 · EIN 84-2409363 | Contract Administrator | $7,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,237 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,512 | $53,165-38.8% | $86,235-62.3% | $74,473-56.3% |
| Participation rate | 85.1% | 64.9%+20.3pp | 69.0%+16.2pp | 70.7%+14.4pp |
| Annual return | 12.62% | 22.64%-10.0pp | 1170.03%-1157.4pp | 34.36%-21.7pp |
| Employer contribution / active EE | $1,099 | $1,210-9.2% | $2,381-53.8% | $2,638-58.3% |
| Participant deferral / active EE | $4,281 | $3,234+32.4% | $3,987+7.4% | $4,530-5.5% |
| Admin fee / account holder | $98 | $551-82.2% | $6,856-98.6% | $347-71.7% |