Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,850 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $400 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,552 | $53,344+49.1% | $121,204-34.4% | $74,460+6.8% |
| Participation rate | 68.6% | 60.0%+8.6pp | 69.5%-0.9pp | 70.7%-2.1pp |
| Annual return | 19.21% | 35.15%-15.9pp | 987.18%-968.0pp | 34.38%-15.2pp |
| Employer contribution / active EE | $8,054 | $1,898+324.4% | $4,170+93.2% | $2,638+205.3% |
| Participant deferral / active EE | $6,840 | $3,220+112.4% | $4,083+67.5% | $4,530+51.0% |
| Admin fee / account holder | $101 | $382-73.5% | $5,651-98.2% | $348-70.9% |