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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $45,041 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $15,526 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,985 | $52,961+32.1% | $172,755-59.5% | $65,185+7.4% |
| Participation rate | 75.7% | 66.2%+9.5pp | 82.6%-6.9pp | 70.2%+5.5pp |
| Annual return | 30.18% | 30.12%+0.1pp | 802.94%-772.8pp | 29.38%+0.8pp |
| Employer contribution / active EE | $963 | $2,190-56.0% | $5,144-81.3% | $2,177-55.8% |
| Participant deferral / active EE | $3,673 | $2,471+48.6% | $5,198-29.3% | $3,514+4.5% |
| Admin fee / account holder | $386 | $472-18.3% | $13,955-97.2% | $847-54.5% |