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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Service code 27 · EIN 20-4553256 | Advisory (Plan) | $12,891 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,585 | $78,672+22.8% | $109,143-11.5% | $85,850+12.5% |
| Participation rate | 86.1% | 68.3%+17.8pp | 75.9%+10.2pp | 69.3%+16.8pp |
| Annual return | 8.32% | 25.09%-16.8pp | 25.75%-17.4pp | 318.53%-310.2pp |
| Employer contribution / active EE | $1,582 | $2,735-42.1% | $3,722-57.5% | $2,565-38.3% |
| Participant deferral / active EE | $3,207 | $3,467-7.5% | $4,653-31.1% | $3,952-18.9% |
| Admin fee / account holder | $597 | $5,469-89.1% | $6,752-91.2% | $6,260-90.5% |