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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $8,776 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,832 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $183 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,229 | $138,075-80.3% | $123,552-78.0% | $135,379-79.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.54% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,093 | $6,800-25.1% | $6,426-20.7% | $5,609-9.2% |
| Admin fee / account holder | $267 | $10,917-97.6% | $9,285-97.1% | $10,828-97.5% |