Filed October 16, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $35,624 |
Filed as: ONEAMERICA RETIREMENT SERVICE, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $31,562 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST COMANY Service code 19 | Securities Custodian | $0 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,961 | $69,708+67.8% | $67,560+73.1% | $74,478+57.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.63% | -40.67%+52.3pp | 3533.50%-3521.9pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $1,542 | $2,715-43.2% | $2,737-43.7% | $2,626-41.3% |
| Participant deferral / active EE | $3,332 | $3,637-8.4% | $4,004-16.8% | $4,350-23.4% |
| Admin fee / account holder | $229 | $887-74.2% | $3,994-94.3% | $1,946-88.2% |