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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $21,181 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,071 |
ADP BROKER-DEALER4 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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,124 | $46,292-63.0% | $143,757-88.1% | $64,808-73.6% |
| Participation rate | 35.9% | 64.2%-28.3pp | 80.3%-44.4pp | 71.5%-35.6pp |
| Annual return | -18.74% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $1,002 | $1,910-47.5% | $4,951-79.8% | $2,506-60.0% |
| Participant deferral / active EE | $3,312 | $2,646+25.2% | $5,637-41.2% | $4,310-23.2% |
| Admin fee / account holder | $141 | $154-8.5% | $14,673-99.0% | $188-25.1% |