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| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $76,921 |
HOGANTAYLOR LLP10+ years Service code 10 · EIN 73-1413977 | Accounting | $24,100 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $24,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,334 | $93,351+4.3% | $62,929+54.7% | $79,634+22.2% |
| Participation rate | 94.2% | 74.6%+19.6pp | 73.1%+21.1pp | 62.5%+31.7pp |
| Annual return | 12.77% | 14.37%-1.6pp | 1063.93%-1051.2pp | 36.46%-23.7pp |
| Employer contribution / active EE | $1,371 | $3,135-56.3% | $2,505-45.3% | $2,529-45.8% |
| Participant deferral / active EE | $4,104 | $3,921+4.7% | $3,888+5.5% | $3,835+7.0% |
| Admin fee / account holder | $153 | $229-33.0% | $5,065-97.0% | $1,002-84.7% |