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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 4200 W. 115TH ST, STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $34,915 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $7,666 |
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 | $38,834 | $43,423-10.6% | $78,676-50.6% | $55,167-29.6% |
| Participation rate | 94.8% | 68.0%+26.7pp | 73.6%+21.2pp | 69.0%+25.8pp |
| Annual return | 7.82% | 11.53%-3.7pp | 62.19%-54.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,832 | $1,997+91.9% | $2,850+34.5% | $1,963+95.3% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $185 | $416-55.6% | $4,510-95.9% | $504-63.3% |