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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $97,520 |
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 26 5700 W 112TH ST, SUITE 200 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $26,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,190 | $88,122-74.8% | $141,177-84.3% | $67,579-67.2% |
| Participation rate | 44.3% | 76.5%-32.1pp | 82.5%-38.2pp | 71.3%-27.0pp |
| Annual return | 22.15% | 75.40%-53.3pp | 71.40%-49.3pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,227 | $3,224-62.0% | $4,736-74.1% | $2,148-42.9% |
| Participant deferral / active EE | $2,348 | $5,958-60.6% | $6,710-65.0% | $3,539-33.7% |
| Admin fee / account holder | $169 | $131+29.1% | $10,263-98.4% | $142+18.8% |