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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $15,997 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 65-0608221 | Advisory (Participants) | $12,886 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,187 | $122,063-80.2% | $184,256-86.9% | $74,478-67.5% |
| Participation rate | 57.8% | 85.5%-27.6pp | 86.8%-29.0pp | 67.2%-9.4pp |
| Annual return | 8.00% | 19.92%-11.9pp | 28.85%-20.8pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $1,464 | $4,539-67.8% | $6,427-77.2% | $2,626-44.3% |
| Participant deferral / active EE | $4,761 | $7,144-33.4% | $9,133-47.9% | $4,350+9.4% |
| Admin fee / account holder | $2,310 | $1,253+84.4% | $13,899-83.4% | $1,946+18.7% |