Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,517 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $13,226 |
MARINER LLC1 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $13,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,490 | $31,105+88.0% | $53,647+9.0% | $64,097-8.7% |
| Participation rate | 42.1% | 30.7%+11.4pp | 56.3%-14.2pp | 55.2%-13.1pp |
| Annual return | 12.51% | 22.54%-10.0pp | 358.33%-345.8pp | 34.64%-22.1pp |
| Employer contribution / active EE | $488 | $441+10.8% | $962-49.3% | $1,891-74.2% |
| Participant deferral / active EE | $1,525 | $896+70.2% | $1,813-15.9% | $3,080-50.5% |
| Admin fee / account holder | $346 | $2,195-84.2% | $2,460-85.9% | $3,454-90.0% |