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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $102,177 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $61,819 |
NOVAK BIRKS, P.C.4 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $15,480 |
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 | $139,843 | $81,301+72.0% | $76,030+83.9% | $200,096-30.1% |
| Participation rate | 98.1% | 70.1%+28.0pp | 69.1%+29.0pp | 72.0%+26.1pp |
| Annual return | 16.50% | 16.31%+0.2pp | 361.54%-345.0pp | 34.26%-17.8pp |
| Employer contribution / active EE | $10,433 | $3,352+211.2% | $2,688+288.2% | $3,038+243.4% |
| Participant deferral / active EE | $11,593 | $4,721+145.6% | $4,257+172.3% | $5,090+127.8% |
| Admin fee / account holder | $134 | $145-7.5% | $6,421-97.9% | $269-50.2% |