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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $28,681 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,640 |
ADP BROKER-DEALER3+ 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 | $54,697 | $55,453-1.4% | $170,435-67.9% | $62,293-12.2% |
| Participation rate | 79.5% | 66.4%+13.1pp | 83.6%-4.1pp | 69.5%+10.0pp |
| Annual return | 20.31% | 21.38%-1.1pp | 205.94%-185.6pp | 28.90%-8.6pp |
| Employer contribution / active EE | $986 | $2,164-54.4% | $5,432-81.8% | $2,042-51.7% |
| Participant deferral / active EE | $3,457 | $2,303+50.1% | $4,939-30.0% | $3,169+9.1% |
| Admin fee / account holder | $198 | $455-56.4% | $13,881-98.6% | $479-58.6% |