| Provider | Service type | Compensation |
|---|---|---|
INTRUST BANK, N.A.2+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $838,711 |
MARINER LLC2+ years Filed as: MARINER WEALTH ADVISORS Service code 28 4200 E. SKELLY DRIVE, SUITE 950 · TULSA, OK 74135 | Investment Management | $150,000 |
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 | $103,427 | $98,217+5.3% | $105,754-2.2% | $63,975+61.7% |
| Participation rate | 99.5% | 81.9%+17.6pp | 78.9%+20.6pp | 71.1%+28.3pp |
| Annual return | 7.83% | 20.18%-12.3pp | 12.25%-4.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $5,419 | $4,802+12.8% | $4,079+32.8% | $2,182+148.4% |
| Participant deferral / active EE | $7,328 | $6,019+21.8% | $5,326+37.6% | $3,356+118.3% |
| Admin fee / account holder | $238 | $70+241.9% | $8,309-97.1% | $70+238.6% |