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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 | $60,393+35.6% | $81,820+0.1% | $74,429+10.0% |
| Participation rate | 87.8% | 62.9%+24.9pp | 72.4%+15.4pp | 67.2%+20.6pp |
| Annual return | 10.90% | 16.89%-6.0pp | 777.93%-767.0pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $6,092 | $2,626+131.9% | $2,915+109.0% | $2,625+132.1% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,323-100.0% | $4,348-100.0% |
| Admin fee / account holder | $365 | $1,491-75.5% | $7,391-95.1% | $1,944-81.2% |