Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Plan) | $8,895 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,657 |
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 | $22,980 | $57,976-60.4% | $63,018-63.5% | $62,293-63.1% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 12.25% | 17.54%-5.3pp | 87.62%-75.4pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,496 | $2,415-38.1% | $2,761-45.8% | $2,042-26.8% |
| Participant deferral / active EE | $1,893 | $2,956-36.0% | $3,330-43.2% | $3,169-40.3% |
| Admin fee / account holder | $36 | $276-86.9% | $3,601-99.0% | $479-92.5% |