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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $9,619 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 65-0608221 | Advisory (Participants) | $6,937 |
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.)
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 | $16,753 | $130,294-87.1% | $170,057-90.1% | $71,529-76.6% |
| Participation rate | 56.3% | 86.2%-29.9pp | 87.0%-30.7pp | 67.9%-11.6pp |
| Annual return | 27.96% | 20.36%+7.6pp | 53.42%-25.5pp | 28.97%-1.0pp |
| Employer contribution / active EE | $1,496 | $4,385-65.9% | $6,790-78.0% | $2,590-42.2% |
| Participant deferral / active EE | $4,410 | $6,928-36.3% | $10,411-57.6% | $4,291+2.8% |
| Admin fee / account holder | $340 | $966-64.8% | $12,826-97.4% | $1,588-78.6% |