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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS-OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $27,000 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $13,750 |
CONNER & WINTERS1 year Filed as: CONNER & WINTERS, LLP Service code 28 · EIN 73-1388566 | Investment Management | $5,656 |
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $71 |
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.
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 | $64,085 | $68,408-6.3% | $57,196+12.0% | $57,658+11.1% |
| Participation rate | 64.9% | 79.1%-14.3pp | 75.3%-10.5pp | 70.2%-5.4pp |
| Annual return | 6.24% | 8.51%-2.3pp | 14.59%-8.4pp | 5.13%+1.1pp |
| Employer contribution / active EE | $889 | $2,869-69.0% | $2,683-66.9% | $1,974-55.0% |
| Participant deferral / active EE | $2,636 | $2,903-9.2% | $3,096-14.9% | $3,061-13.9% |
| Admin fee / account holder | $48 | $70-30.4% | $3,141-98.5% | $95-48.7% |