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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,688 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $21,302 |
13 funds of $250K or more; 17 lines in all, holding $13.1M of the plan's $13.5M. From the 2024 filing. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| funds: Principal Value Z Fund Principal · Collective trust Recordkeeper's own fund | $2.8M | 21.3% |
| Loomis Sayles Core Plus Bond Fund Natixis IM · Mutual fund | $2.0M | 14.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 11.3% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $1.3M | 10.0% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $1.2M | 8.8% |
| T. Rowe Price Overseas Stock Fund-I Class T. Rowe Price · Mutual fund | $939K | 7.2% |
| Great Gray Emerging Markets R1 Fund Manager not matched · Mutual fund Possible retail class R1 | $855K | 6.5% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $583K | 4.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $571K | 4.4% |
| U.S. Targeted Value Portfolio - Institutional Class Dimensional · Mutual fund | $379K | 2.9% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.