Filed March 13, 2009
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 LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 28 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, NY 100173206 | Investment Management | $17,505 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $15,426 |
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 | $53,799 | $57,976-7.2% | $63,018-14.6% | $62,293-13.6% |
| Participation rate | 97.9% | 75.9%+22.0pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 14.23% | 17.54%-3.3pp | 87.62%-73.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $1,415 | $2,415-41.4% | $2,761-48.7% | $2,042-30.7% |
| Participant deferral / active EE | $3,567 | $2,956+20.7% | $3,330+7.1% | $3,169+12.5% |
| Admin fee / account holder | $39 | $276-85.9% | $3,601-98.9% | $479-91.9% |