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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,594 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,944 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $88 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $19,499 | $150,447-87.0% | $136,298-85.7% | $147,586-86.8% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | 13.57% | 1049.15%-1035.6pp | 5156.27%-5142.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,500 | $6,631+13.1% | $6,247+20.1% | $5,439+37.9% |
| Admin fee / account holder | $213 | $10,906-98.1% | $9,244-97.7% | $10,886-98.0% |