Filed April 8, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $93,710 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $16,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,004 | $52,293-13.9% | $178,490-74.8% | $73,409-38.7% |
| Participation rate | 97.8% | 65.3%+32.5pp | 81.9%+15.9pp | 72.2%+25.7pp |
| Annual return | 0.17% | 34.75%-34.6pp | 151.07%-150.9pp | 59.29%-59.1pp |
| Employer contribution / active EE | $2,221 | $1,735+28.0% | $5,011-55.7% | $2,234-0.6% |
| Participant deferral / active EE | $3,838 | $2,332+64.6% | $5,202-26.2% | $3,805+0.8% |
| Admin fee / account holder | $153 | $127+20.0% | $13,984-98.9% | $158-3.2% |