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| Provider | Service type | Compensation |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $12,243 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $8,915 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,314 | $55,002-23.1% | $59,899-29.4% | $56,289-24.8% |
| Participation rate | 98.0% | 75.9%+22.1pp | 74.7%+23.3pp | 69.9%+28.1pp |
| Annual return | -2.72% | 1.13%-3.9pp | 3.46%-6.2pp | -9.96%+7.2pp |
| Employer contribution / active EE | $1,460 | $2,448-40.4% | $2,723-46.4% | $2,111-30.9% |
| Participant deferral / active EE | $1,373 | $3,121-56.0% | $3,402-59.6% | $3,350-59.0% |
| Admin fee / account holder | $51 | $236-78.2% | $3,592-98.6% | $521-90.1% |