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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,332 |
MARINER LLC1 year Filed as: MARINER WEALTH Service code 26 · EIN 20-4553256 5700 W 112TH STREET, SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $8,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,241 | $65,582-58.5% | $64,097-57.5% | $71,529-61.9% |
| Participation rate | 50.0% | 73.2%-23.2pp | 72.3%-22.3pp | 67.9%-17.9pp |
| Annual return | 14.69% | 18.96%-4.3pp | 33.75%-19.1pp | 28.97%-14.3pp |
| Employer contribution / active EE | $426 | $2,671-84.1% | $2,750-84.5% | $2,590-83.6% |
| Participant deferral / active EE | $1,207 | $3,628-66.7% | $3,881-68.9% | $4,291-71.9% |
| Admin fee / account holder | $66 | $616-89.3% | $3,070-97.8% | $1,588-95.8% |