Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $55,167 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,605 | $61,052+68.1% | $142,863-28.2% | $79,386+29.2% |
| Participation rate | 96.3% | 60.1%+36.1pp | 71.9%+24.3pp | 70.7%+25.6pp |
| Annual return | 17.56% | 16.02%+1.5pp | 5637.54%-5620.0pp | 116.85%-99.3pp |
| Employer contribution / active EE | $2,004 | $1,481+35.3% | $4,144-51.6% | $2,427-17.5% |
| Participant deferral / active EE | $8,405 | $2,879+191.9% | $3,837+119.0% | $4,046+107.8% |
| Admin fee / account holder | $162 | $659-75.4% | $6,560-97.5% | $626-74.1% |