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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $22,581 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,975 |
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 |
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 | $44,237 | $46,360-4.6% | $147,617-70.0% | $52,331-15.5% |
| Participation rate | 79.1% | 64.9%+14.1pp | 84.6%-5.5pp | 68.1%+11.0pp |
| Annual return | 1.92% | 1.62%+0.3pp | 61.98%-60.1pp | 4.54%-2.6pp |
| Employer contribution / active EE | $928 | $2,126-56.4% | $5,564-83.3% | $1,882-50.7% |
| Participant deferral / active EE | $2,968 | $2,258+31.5% | $4,895-39.4% | $3,022-1.8% |
| Admin fee / account holder | $181 | $766-76.4% | $11,612-98.4% | $592-69.5% |