Filed November 16, 2017 (most recent of 2 filings on file)
Total covered: 3 employees
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| 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 | $58,859+79.0% | $129,397-18.6% | $77,714+35.6% |
| Participation rate | 78.4% | 59.3%+19.0pp | 69.6%+8.7pp | 70.6%+7.8pp |
| Annual return | 42.20% | 24.74%+17.5pp | 9453.98%-9411.8pp | 31.26%+10.9pp |
| Employer contribution / active EE | $9,072 | $1,952+364.7% | $4,154+118.4% | $2,727+232.7% |
| Participant deferral / active EE | $8,448 | $3,215+162.7% | $4,167+102.7% | $4,649+81.7% |
| Admin fee / account holder | $112 | $591-81.1% | $7,679-98.5% | $433-74.3% |