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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,421 |
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $13,884 |
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 | $29,907 | $53,841-44.5% | $75,731-60.5% | $85,851-65.2% |
| Participation rate | 98.9% | 69.0%+29.9pp | 74.8%+24.1pp | 69.3%+29.6pp |
| Annual return | 12.49% | 24.54%-12.1pp | 104.65%-92.2pp | 318.63%-306.1pp |
| Employer contribution / active EE | $66 | $2,017-96.7% | $2,743-97.6% | $2,565-97.4% |
| Participant deferral / active EE | $2,039 | $2,895-29.6% | $3,820-46.6% | $3,952-48.4% |
| Admin fee / account holder | $67 | $3,340-98.0% | $3,620-98.1% | $6,261-98.9% |