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| Provider | Service type | Compensation |
|---|---|---|
TIAA7+ years Filed as: TIAA-CREF Service code 13 · EIN 13-1624203 | Contract Administrator | $40,674 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W 12TH ST, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Participants) | $26,405 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,938 | $94,833-34.7% | $75,731-18.2% | $86,821-28.7% |
| Participation rate | 30.9% | 79.1%-48.2pp | 74.8%-44.0pp | 72.3%-41.4pp |
| Annual return | 13.71% | 16.91%-3.2pp | 104.65%-90.9pp | 97.94%-84.2pp |
| Employer contribution / active EE | $1,506 | $2,904-48.2% | $2,743-45.1% | $2,406-37.4% |
| Participant deferral / active EE | $430 | $3,632-88.2% | $3,820-88.7% | $4,132-89.6% |
| Admin fee / account holder | $184 | $109+69.3% | $3,620-94.9% | $170+8.5% |