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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 16 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Consulting | $9,650 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $6,737 |
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 | $21,488 | $52,467-59.0% | $57,196-62.4% | $55,167-61.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.15% | 7.72%-1.6pp | 14.59%-8.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,395 | $2,477-43.7% | $2,683-48.0% | $1,963-28.9% |
| Participant deferral / active EE | $1,849 | $2,830-34.7% | $3,096-40.3% | $3,054-39.5% |
| Admin fee / account holder | $33 | $269-87.6% | $3,141-98.9% | $504-93.4% |