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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $27,000 |
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 | $63,844 | $67,166-4.9% | $57,356+11.3% | $55,191+15.7% |
| Participation rate | 70.3% | 77.7%-7.4pp | 75.1%-4.8pp | 69.2%+1.2pp |
| Annual return | 2.52% | 4.22%-1.7pp | 24.41%-21.9pp | 10.78%-8.3pp |
| Employer contribution / active EE | $937 | $2,812-66.7% | $2,689-65.1% | $1,899-50.6% |
| Participant deferral / active EE | $2,872 | $2,835+1.3% | $3,162-9.2% | $3,046-5.7% |
| Admin fee / account holder | $28 | $44-35.0% | $3,357-99.2% | $91-68.8% |