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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $14,187 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $10,114 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,332 | $22,714+15.9% | $59,496-55.7% | $55,191-52.3% |
| Participation rate | 25.9% | 37.5%-11.6pp | 54.6%-28.7pp | 69.2%-43.3pp |
| Annual return | -0.28% | -44.01%+43.7pp | 182.05%-182.3pp | 10.78%-11.1pp |
| Employer contribution / active EE | $199 | $418-52.3% | $1,153-82.7% | $1,899-89.5% |
| Participant deferral / active EE | $511 | $843-39.4% | $1,829-72.1% | $3,046-83.2% |
| Admin fee / account holder | $172 | $83+106.8% | $2,232-92.3% | $91+89.9% |