Filed October 29, 2021
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS Service code 26 4200 WEST 115TH STREET · LEAWOOD, KS 66211 | Advisory (Participants) | $13,764 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,317 | $71,192-39.2% | $117,861-63.2% | $62,293-30.5% |
| Participation rate | 53.7% | 74.2%-20.5pp | 79.7%-26.0pp | 69.5%-15.8pp |
| Annual return | 12.43% | 18.66%-6.2pp | 335.11%-322.7pp | 28.90%-16.5pp |
| Employer contribution / active EE | $639 | $1,934-67.0% | $3,786-83.1% | $2,042-68.7% |
| Participant deferral / active EE | $2,270 | $3,189-28.8% | $4,482-49.3% | $3,169-28.4% |
| Admin fee / account holder | $62 | $587-89.5% | $8,021-99.2% | $479-87.1% |