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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS Service code 27 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Plan) | $17,329 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $13,976 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,282 | $58,093-47.9% | $80,022-62.2% | $56,287-46.2% |
| Participation rate | 51.4% | 73.6%-22.2pp | 75.8%-24.4pp | 69.9%-18.4pp |
| Annual return | -8.49% | 34.63%-43.1pp | 11.22%-19.7pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,093 | $1,933-43.4% | $2,468-55.7% | $2,111-48.2% |
| Participant deferral / active EE | $1,892 | $3,136-39.7% | $3,686-48.7% | $3,350-43.5% |
| Admin fee / account holder | $277 | $623-55.5% | $6,521-95.8% | $521-46.8% |