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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Plan) | $16,523 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 100173206 | Recordkeeping | $11,528 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,501 | $55,002-8.2% | $59,899-15.7% | $56,289-10.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.7%+25.3pp | 69.9%+30.1pp |
| Annual return | -2.96% | 1.13%-4.1pp | 3.46%-6.4pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,887 | $2,448-22.9% | $2,723-30.7% | $2,111-10.6% |
| Participant deferral / active EE | $3,023 | $3,121-3.1% | $3,402-11.1% | $3,350-9.7% |
| Admin fee / account holder | $53 | $236-77.5% | $3,592-98.5% | $521-89.8% |