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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,269 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $65,145 |
NOVAK BIRKS, P.C.5 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $25,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,027 | $107,624+46.8% | $76,735+105.9% | $103,975+52.0% |
| Participation rate | 99.2% | 70.3%+28.8pp | 69.5%+29.7pp | 72.5%+26.6pp |
| Annual return | 19.78% | 17.70%+2.1pp | 29.77%-10.0pp | 19.41%+0.4pp |
| Employer contribution / active EE | $11,191 | $4,589+143.9% | $2,454+356.0% | $3,722+200.6% |
| Participant deferral / active EE | $12,361 | $4,279+188.9% | $4,088+202.4% | $5,343+131.4% |
| Admin fee / account holder | $147 | $271-45.6% | $7,189-98.0% | $332-55.7% |