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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $30,020 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,371 |
BKD, LLP1 year Service code 15 · EIN 44-0160260 | Recordkeeping | $6,782 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,560 | $58,888+35.1% | $178,499-55.4% | $73,493+8.3% |
| Participation rate | 68.2% | 66.2%+1.9pp | 81.9%-13.8pp | 70.7%-2.5pp |
| Annual return | 17.22% | 24.86%-7.6pp | 151.10%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $841 | $2,236-62.4% | $5,011-83.2% | $2,270-62.9% |
| Participant deferral / active EE | $3,490 | $2,568+35.9% | $5,202-32.9% | $3,740-6.7% |
| Admin fee / account holder | $347 | $400-13.4% | $13,986-97.5% | $513-32.5% |