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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,914 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $28,250 |
HOGANTAYLOR LLP7 years Service code 10 · EIN 73-1413977 | Accounting | $17,750 |
CONNER & WINTERS7 years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $10,350 |
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 | $72,821 | $79,151-8.0% | $60,906+19.6% | $64,819+12.3% |
| Participation rate | 93.1% | 77.7%+15.4pp | 73.1%+20.0pp | 71.5%+21.6pp |
| Annual return | -11.17% | -7.12%-4.0pp | 16.94%-28.1pp | 32.84%-44.0pp |
| Employer contribution / active EE | $1,240 | $3,052-59.4% | $2,703-54.1% | $2,507-50.5% |
| Participant deferral / active EE | $3,801 | $3,727+2.0% | $3,814-0.3% | $4,311-11.8% |
| Admin fee / account holder | $131 | $106+23.7% | $3,227-95.9% | $188-30.4% |