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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,434 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W 12TH ST, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Participants) | $30,157 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,465 | $69,708-0.3% | $67,560+2.8% | $74,478-6.7% |
| Participation rate | 86.8% | 71.4%+15.4pp | 72.9%+13.9pp | 67.2%+19.6pp |
| Annual return | 12.44% | -40.67%+53.1pp | 3533.50%-3521.1pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $4,694 | $2,715+72.9% | $2,737+71.5% | $2,626+78.7% |
| Participant deferral / active EE | $1,807 | $3,637-50.3% | $4,004-54.9% | $4,350-58.5% |
| Admin fee / account holder | $253 | $887-71.5% | $3,994-93.7% | $1,946-87.0% |