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| Provider | Service type | Compensation |
|---|---|---|
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,557 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $32,000 |
HOGANTAYLOR LLP9 years Service code 10 · EIN 73-1413977 | Accounting | $22,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,820 | $91,710-2.1% | $67,560+32.9% | $77,762+15.5% |
| Participation rate | 94.4% | 76.0%+18.4pp | 72.9%+21.5pp | 70.6%+23.8pp |
| Annual return | 11.48% | 14.88%-3.4pp | 3533.50%-3522.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $1,351 | $3,187-57.6% | $2,737-50.6% | $2,728-50.5% |
| Participant deferral / active EE | $4,038 | $3,911+3.3% | $4,004+0.9% | $4,651-13.2% |
| Admin fee / account holder | $149 | $245-39.2% | $3,994-96.3% | $433-65.6% |