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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 20-4553256 | Investment Management | $30,287 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,058 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,003 | $40,174+27.0% | $84,015-39.3% | $67,579-24.5% |
| Participation rate | 71.4% | 62.7%+8.7pp | 69.0%+2.4pp | 71.3%+0.2pp |
| Annual return | 19.24% | 25.82%-6.6pp | 71.31%-52.1pp | 378.56%-359.3pp |
| Employer contribution / active EE | $360 | $808-55.5% | $1,983-81.9% | $2,148-83.3% |
| Participant deferral / active EE | $2,737 | $2,301+18.9% | $3,239-15.5% | $3,539-22.7% |
| Admin fee / account holder | $188 | $128+46.8% | $6,101-96.9% | $142+32.4% |