Filed April 19, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,752 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $18,807 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $17,423 |
ADP BROKER-DEALER9+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,910 | $69,823-52.9% | $77,183-57.4% | $74,440-55.8% |
| Participation rate | 62.6% | 70.0%-7.4pp | 69.6%-7.0pp | 70.7%-8.2pp |
| Annual return | 13.79% | 19.99%-6.2pp | 37.89%-24.1pp | 34.37%-20.6pp |
| Employer contribution / active EE | $1,196 | $2,148-44.3% | $2,534-52.8% | $2,638-54.7% |
| Participant deferral / active EE | $3,451 | $3,558-3.0% | $3,833-10.0% | $4,529-23.8% |
| Admin fee / account holder | $200 | $398-49.7% | $5,475-96.3% | $348-42.5% |