Filed January 18, 2017 (most recent of 2 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER Service code 17 13815 FNB PARKWAY, SUITE 1 · OMAHA, NE 68154 | Pension Consulting | $14,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,986 | $66,098-38.0% | $101,794-59.7% | $74,304-44.8% |
| Participation rate | 79.3% | 53.8%+25.5pp | 69.2%+10.1pp | 60.3%+18.9pp |
| Annual return | 16.97% | 19.59%-2.6pp | 30.53%-13.6pp | 29.43%-12.5pp |
| Employer contribution / active EE | $1,240 | $1,082+14.6% | $2,289-45.8% | $2,241-44.7% |
| Participant deferral / active EE | $3,063 | $2,781+10.1% | $4,084-25.0% | $3,767-18.7% |
| Admin fee / account holder | $182 | $4,146-95.6% | $8,777-97.9% | $2,969-93.9% |