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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,688 |
MARINER LLC3 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) | $24,218 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,024 | $65,582-0.9% | $64,097+1.4% | $71,529-9.1% |
| Participation rate | 73.3% | 73.2%+0.1pp | 72.3%+0.9pp | 67.9%+5.3pp |
| Annual return | 16.07% | 18.96%-2.9pp | 33.75%-17.7pp | 28.97%-12.9pp |
| Employer contribution / active EE | $3,931 | $2,671+47.2% | $2,750+43.0% | $2,590+51.8% |
| Participant deferral / active EE | $1,437 | $3,628-60.4% | $3,881-63.0% | $4,291-66.5% |
| Admin fee / account holder | $194 | $616-68.5% | $3,070-93.7% | $1,588-87.8% |