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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 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,302 | $129,227-72.7% | $184,256-80.8% | $77,762-54.6% |
| Participation rate | 65.2% | 87.4%-22.2pp | 86.8%-21.7pp | 70.6%-5.4pp |
| Annual return | 37.15% | 33.24%+3.9pp | 28.85%+8.3pp | 31.27%+5.9pp |
| Employer contribution / active EE | $1,890 | $4,412-57.2% | $6,427-70.6% | $2,728-30.7% |
| Participant deferral / active EE | $3,787 | $7,307-48.2% | $9,133-58.5% | $4,651-18.6% |
| Admin fee / account holder | $141 | $256-44.9% | $13,899-99.0% | $433-67.4% |