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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $19,571 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 12TH STREET, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $13,390 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,668 | $69,774-36.0% | $67,575-33.9% | $74,459-40.0% |
| Participation rate | 91.7% | 71.4%+20.3pp | 72.9%+18.8pp | 67.2%+24.5pp |
| Annual return | 12.07% | -40.53%+52.6pp | 3528.98%-3516.9pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $71 | $2,710-97.4% | $2,736-97.4% | $2,626-97.3% |
| Participant deferral / active EE | $1,499 | $3,636-58.8% | $4,003-62.6% | $4,350-65.5% |
| Admin fee / account holder | $53 | $890-94.0% | $3,993-98.7% | $1,945-97.3% |