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| Provider | Service type | Compensation |
|---|---|---|
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $22,516 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $16,082 |
LICOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
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 | $46,187 | $60,795-24.0% | $69,464-33.5% | $65,185-29.1% |
| Participation rate | 97.9% | 74.9%+23.1pp | 74.6%+23.3pp | 70.2%+27.7pp |
| Annual return | 16.31% | 17.46%-1.2pp | 28.98%-12.7pp | 29.38%-13.1pp |
| Employer contribution / active EE | $1,514 | $2,452-38.2% | $2,779-45.5% | $2,177-30.4% |
| Participant deferral / active EE | $1,444 | $3,162-54.3% | $3,536-59.2% | $3,514-58.9% |
| Admin fee / account holder | $91 | $314-70.9% | $3,840-97.6% | $847-89.2% |