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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC8 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $21,164 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,476 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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 | $61,802 | $69,708-11.3% | $67,560-8.5% | $74,478-17.0% |
| Participation rate | 96.9% | 71.4%+25.4pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 10.77% | -40.67%+51.4pp | 3533.50%-3522.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $1,661 | $2,715-38.8% | $2,737-39.3% | $2,626-36.7% |
| Participant deferral / active EE | $1,578 | $3,637-56.6% | $4,004-60.6% | $4,350-63.7% |
| Admin fee / account holder | $101 | $887-88.7% | $3,994-97.5% | $1,946-94.8% |