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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,676 |
MARINER LLC2 years Filed as: MARINER WEALTH Service code 26 · EIN 20-4553256 5700 W 112TH STREET, SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $9,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,575 | $69,708-53.3% | $67,560-51.8% | $74,478-56.3% |
| Participation rate | 52.5% | 71.4%-18.9pp | 72.9%-20.4pp | 67.2%-14.7pp |
| Annual return | 12.15% | -40.67%+52.8pp | 3533.50%-3521.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $476 | $2,715-82.5% | $2,737-82.6% | $2,626-81.9% |
| Participant deferral / active EE | $1,493 | $3,637-59.0% | $4,004-62.7% | $4,350-65.7% |
| Admin fee / account holder | $83 | $887-90.7% | $3,994-97.9% | $1,946-95.8% |