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 LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 28 · EIN 20-4553256 5700 W 12TH STREET, SUITE 200 · OVERLAND PARK, KS 662112729 | Investment Management | $31,885 |
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $27,012 |
WITHUMSMITH+BROWN, PC1 year Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 ONE KANSAS CITY PLACE · KANNAS CITY, KS 64105 | Accounting | $14,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,055 | $84,948-34.0% | $70,494-20.5% | $73,412-23.6% |
| Participation rate | 91.1% | 79.9%+11.2pp | 75.1%+16.1pp | 72.2%+19.0pp |
| Annual return | 13.40% | 13.39%0pp | 109.16%-95.8pp | 59.30%-45.9pp |
| Employer contribution / active EE | $540 | $2,834-80.9% | $2,738-80.3% | $2,234-75.8% |
| Participant deferral / active EE | $3,956 | $3,387+16.8% | $3,711+6.6% | $3,806+3.9% |
| Admin fee / account holder | $61 | $98-37.6% | $3,848-98.4% | $158-61.2% |