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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,172 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $32,000 |
HOGANTAYLOR LLP8 years Service code 10 · EIN 73-1413977 | Accounting | $18,900 |
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 | $80,757 | $83,884-3.7% | $64,101+26.0% | $74,460+8.5% |
| Participation rate | 95.4% | 76.6%+18.8pp | 72.3%+23.1pp | 70.7%+24.6pp |
| Annual return | 13.23% | 16.57%-3.3pp | 33.72%-20.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $1,252 | $3,084-59.4% | $2,749-54.5% | $2,638-52.5% |
| Participant deferral / active EE | $3,818 | $3,692+3.4% | $3,881-1.6% | $4,530-15.7% |
| Admin fee / account holder | $130 | $196-33.4% | $3,070-95.8% | $348-62.5% |