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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) | $20,021 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY AND KEENE, INC. Service code 15 · EIN 35-0500670 | Recordkeeping | $16,346 |
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 | $43,138 | $43,423-0.7% | $78,676-45.2% | $55,167-21.8% |
| Participation rate | 55.3% | 68.0%-12.7pp | 73.6%-18.3pp | 69.0%-13.7pp |
| Annual return | 7.46% | 11.53%-4.1pp | 62.19%-54.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,197 | $2,509+27.4% | $3,517-9.1% | $3,054+4.7% |
| Admin fee / account holder | $317 | $416-23.7% | $4,510-93.0% | $504-37.0% |