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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 | $46,516 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,987 |
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 | $61,993 | $58,312+6.3% | $86,656-28.5% | $71,529-13.3% |
| Participation rate | 84.6% | 65.0%+19.6pp | 71.7%+12.9pp | 67.9%+16.7pp |
| Annual return | 21.63% | 24.08%-2.5pp | 593.09%-571.5pp | 28.97%-7.3pp |
| Employer contribution / active EE | $0 | $2,576-100.0% | $3,025-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $6,623 | $3,439+92.6% | $4,439+49.2% | $4,291+54.3% |
| Admin fee / account holder | $383 | $1,057-63.7% | $5,619-93.2% | $1,588-75.9% |