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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $18,253 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,602 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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 | $58,845 | $65,582-10.3% | $64,101-8.2% | $71,511-17.7% |
| Participation rate | 94.3% | 73.2%+21.1pp | 72.3%+22.0pp | 67.9%+26.4pp |
| Annual return | 14.39% | 18.96%-4.6pp | 33.72%-19.3pp | 28.86%-14.5pp |
| Employer contribution / active EE | $1,562 | $2,671-41.5% | $2,749-43.2% | $2,589-39.7% |
| Participant deferral / active EE | $1,439 | $3,628-60.3% | $3,881-62.9% | $4,291-66.5% |
| Admin fee / account holder | $87 | $616-85.9% | $3,070-97.2% | $1,588-94.5% |