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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $12,535 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,293 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,950 | $58,888-61.0% | $178,499-87.1% | $73,493-68.8% |
| Participation rate | 38.9% | 66.2%-27.3pp | 81.9%-43.0pp | 70.7%-31.8pp |
| Annual return | 18.29% | 24.86%-6.6pp | 151.10%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $716 | $2,236-68.0% | $5,011-85.7% | $2,270-68.5% |
| Participant deferral / active EE | $2,355 | $2,568-8.3% | $5,202-54.7% | $3,740-37.0% |
| Admin fee / account holder | $160 | $400-60.1% | $13,986-98.9% | $513-68.8% |