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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $24,851 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,125 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $45,392 | $46,732-2.9% | $156,551-71.0% | $55,167-17.7% |
| Participation rate | 79.5% | 65.8%+13.7pp | 84.0%-4.5pp | 69.0%+10.5pp |
| Annual return | 13.12% | 17.72%-4.6pp | 32.23%-19.1pp | 169.23%-156.1pp |
| Employer contribution / active EE | $888 | $2,105-57.8% | $5,501-83.9% | $1,963-54.7% |
| Participant deferral / active EE | $3,044 | $2,204+38.1% | $4,871-37.5% | $3,054-0.3% |
| Admin fee / account holder | $187 | $418-55.4% | $13,028-98.6% | $504-63.0% |