Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $53,327 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,367 | $58,969+78.7% | $129,406-18.6% | $77,762+35.5% |
| Participation rate | 78.4% | 59.5%+18.9pp | 69.6%+8.7pp | 70.6%+7.8pp |
| Annual return | 42.20% | 24.78%+17.4pp | 9468.18%-9426.0pp | 31.27%+10.9pp |
| Employer contribution / active EE | $9,072 | $1,959+363.2% | $4,155+118.3% | $2,728+232.6% |
| Participant deferral / active EE | $8,448 | $3,224+162.0% | $4,167+102.7% | $4,651+81.6% |
| Admin fee / account holder | $112 | $593-81.2% | $7,689-98.5% | $433-74.2% |