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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 4200 W. 115TH ST, STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $20,020 |
MCCREADY & KEENE INC.1+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $15,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $40,172 | $41,854-4.0% | $73,836-45.6% | $52,331-23.2% |
| Participation rate | 53.4% | 66.2%-12.8pp | 73.4%-20.0pp | 68.1%-14.7pp |
| Annual return | -0.95% | 2.11%-3.1pp | 2268.06%-2269.0pp | 4.54%-5.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,867 | $2,498+14.8% | $3,583-20.0% | $3,022-5.1% |
| Admin fee / account holder | $310 | $493-37.1% | $4,882-93.7% | $592-47.7% |