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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $113,524 |
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $59,165 |
NOVAK BIRKS, P.C.1 year Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $10,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $158,316 | $58,347+171.3% | $85,693+84.7% | $86,813+82.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 69.9%+30.1pp | 72.3%+27.7pp |
| Annual return | 16.17% | 18.43%-2.3pp | 21.49%-5.3pp | 97.93%-81.8pp |
| Employer contribution / active EE | $9,196 | $1,751+425.3% | $2,618+251.3% | $2,406+282.2% |
| Participant deferral / active EE | $10,051 | $3,065+227.9% | $3,923+156.2% | $4,131+143.3% |
| Admin fee / account holder | $191 | $147+29.6% | $6,874-97.2% | $170+12.7% |