Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $40,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,630 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $123,326 | $46,423+165.7% | $75,901+62.5% | $67,579+82.5% |
| Participation rate | 99.9% | 63.1%+36.8pp | 69.3%+30.6pp | 71.3%+28.6pp |
| Annual return | 24.98% | 32.29%-7.3pp | 30.76%-5.8pp | 378.56%-353.6pp |
| Employer contribution / active EE | $8,866 | $1,406+530.5% | $2,501+254.5% | $2,148+312.8% |
| Participant deferral / active EE | $8,318 | $2,564+224.4% | $3,603+130.8% | $3,539+135.0% |
| Admin fee / account holder | $88 | $132-33.3% | $5,420-98.4% | $142-38.2% |