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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $29,999 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,283 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $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 | $55,520 | $47,977+15.7% | $154,111-64.0% | $56,287-1.4% |
| Participation rate | 72.5% | 66.2%+6.4pp | 83.0%-10.5pp | 69.9%+2.7pp |
| Annual return | -5.60% | 3.54%-9.1pp | 735.18%-740.8pp | -9.96%+4.4pp |
| Employer contribution / active EE | $904 | $2,169-58.3% | $5,298-82.9% | $2,111-57.2% |
| Participant deferral / active EE | $3,377 | $2,392+41.2% | $5,081-33.5% | $3,350+0.8% |
| Admin fee / account holder | $22 | $438-94.9% | $13,411-99.8% | $521-95.7% |