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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,891 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,431 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,880 | $60,504+35.3% | $81,8820% | $74,478+9.9% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.4%+15.4pp | 67.2%+20.5pp |
| Annual return | 10.90% | 16.91%-6.0pp | 779.47%-768.6pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $6,092 | $2,627+131.9% | $2,916+108.9% | $2,626+132.0% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $365 | $1,492-75.5% | $7,360-95.0% | $1,946-81.2% |