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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $58,461 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $29,614 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,692 | $58,312+21.2% | $86,656-18.4% | $71,529-1.2% |
| Participation rate | 86.5% | 65.0%+21.4pp | 71.7%+14.8pp | 67.9%+18.5pp |
| Annual return | 14.71% | 24.08%-9.4pp | 593.09%-578.4pp | 28.97%-14.3pp |
| Employer contribution / active EE | $5,353 | $2,576+107.8% | $3,025+76.9% | $2,590+106.7% |
| Participant deferral / active EE | $0 | $3,439-100.0% | $4,439-100.0% | $4,291-100.0% |
| Admin fee / account holder | $449 | $1,057-57.5% | $5,619-92.0% | $1,588-71.7% |