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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC8+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $22,442 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $16,676 |
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 | $62,489 | $65,083-4.0% | $143,788-56.5% | $66,930-6.6% |
| Participation rate | 95.2% | 65.2%+30.0pp | 80.3%+14.9pp | 69.8%+25.4pp |
| Annual return | -14.55% | -11.13%-3.4pp | -0.03%-14.5pp | 1.57%-16.1pp |
| Employer contribution / active EE | $1,377 | $2,361-41.7% | $4,952-72.2% | $2,545-45.9% |
| Participant deferral / active EE | $4,785 | $2,920+63.9% | $5,638-15.1% | $4,238+12.9% |
| Admin fee / account holder | $184 | $502-63.4% | $14,675-98.7% | $593-69.0% |