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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,125 |
MARINER LLC2 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) | $16,652 |
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 | $57,018 | $60,989-6.5% | $60,919-6.4% | $66,949-14.8% |
| Participation rate | 85.0% | 74.5%+10.5pp | 73.1%+11.9pp | 69.8%+15.2pp |
| Annual return | -12.32% | -9.60%-2.7pp | 16.96%-29.3pp | 1.57%-13.9pp |
| Employer contribution / active EE | $3,807 | $2,661+43.1% | $2,704+40.8% | $2,545+49.6% |
| Participant deferral / active EE | $1,311 | $3,615-63.7% | $3,814-65.6% | $4,239-69.1% |
| Admin fee / account holder | $142 | $338-58.1% | $3,228-95.6% | $594-76.1% |