Filed April 19, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $32,215 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $11,271 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,030 | $55,790-46.2% | $76,657-60.8% | $67,579-55.6% |
| Participation rate | 51.0% | 71.1%-20.1pp | 72.1%-21.1pp | 71.3%-20.3pp |
| Annual return | 21.44% | 64.45%-43.0pp | 1166.74%-1145.3pp | 378.56%-357.1pp |
| Employer contribution / active EE | $820 | $1,810-54.7% | $2,303-64.4% | $2,148-61.8% |
| Participant deferral / active EE | $2,208 | $2,875-23.2% | $3,335-33.8% | $3,539-37.6% |
| Admin fee / account holder | $76 | $159-52.2% | $6,423-98.8% | $142-46.5% |