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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $55,670 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,088 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,218 | $81,948-22.9% | $90,766-30.4% | $64,824-2.5% |
| Participation rate | 92.6% | 80.5%+12.1pp | 75.7%+16.9pp | 71.5%+21.1pp |
| Annual return | -16.02% | -12.53%-3.5pp | -12.16%-3.9pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,485 | $3,067-51.6% | $2,922-49.2% | $2,507-40.8% |
| Participant deferral / active EE | $3,874 | $4,844-20.0% | $4,565-15.1% | $4,311-10.2% |
| Admin fee / account holder | $92 | $157-41.7% | $8,446-98.9% | $188-51.3% |