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| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,037 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET, SUITE 100 · OVERLAND, KS 662112729 | Advisory (Plan) | $12,063 |
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 | $26,987 | $49,255-45.2% | $70,494-61.7% | $79,856-66.2% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 12.04% | 30.10%-18.1pp | 109.16%-97.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $442 | $2,100-79.0% | $2,738-83.9% | $2,471-82.1% |
| Participant deferral / active EE | $2,035 | $2,768-26.5% | $3,711-45.2% | $3,741-45.6% |
| Admin fee / account holder | $56 | $2,879-98.0% | $3,848-98.5% | $5,306-98.9% |