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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) | $31,004 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,915 |
Employer 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 | $74,839 | $60,393+23.9% | $81,820-8.5% | $74,429+0.6% |
| Participation rate | 98.6% | 62.9%+35.7pp | 72.4%+26.3pp | 67.2%+31.4pp |
| Annual return | 13.11% | 16.89%-3.8pp | 777.93%-764.8pp | 1368.38%-1355.3pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $7,439 | $3,397+119.0% | $4,323+72.1% | $4,348+71.1% |
| Admin fee / account holder | $342 | $1,491-77.1% | $7,391-95.4% | $1,944-82.4% |