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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,548 |
MARINER LLC3 years Filed as: MARINER WEALTH Service code 26 · EIN 20-4553256 5700 W 112TH STREET, SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $11,517 |
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 | $36,846 | $64,705-43.1% | $62,929-41.4% | $67,986-45.8% |
| Participation rate | 49.7% | 65.6%-15.9pp | 73.1%-23.4pp | 57.2%-7.5pp |
| Annual return | 13.74% | 20.31%-6.6pp | 1063.93%-1050.2pp | 31.67%-17.9pp |
| Employer contribution / active EE | $425 | $2,376-82.1% | $2,505-83.0% | $2,019-78.9% |
| Participant deferral / active EE | $1,429 | $3,198-55.3% | $3,888-63.2% | $3,358-57.4% |
| Admin fee / account holder | $100 | $1,428-93.0% | $5,065-98.0% | $3,203-96.9% |