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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $59,862 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $92,076-14.2% | $105,608-25.2% | $77,714+1.7% |
| Participation rate | 93.7% | 81.0%+12.7pp | 75.3%+18.4pp | 70.6%+23.2pp |
| Annual return | 15.54% | 17.84%-2.3pp | 116.50%-101.0pp | 31.26%-15.7pp |
| Employer contribution / active EE | $1,813 | $3,370-46.2% | $3,167-42.8% | $2,727-33.5% |
| Participant deferral / active EE | $4,562 | $5,390-15.4% | $5,010-8.9% | $4,649-1.9% |
| Admin fee / account holder | $95 | $219-56.7% | $11,028-99.1% | $433-78.1% |