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| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $60,242 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,573 | $101,653+19.6% | $147,080-17.3% | $74,459+63.3% |
| Participation rate | 64.9% | 75.6%-10.7pp | 82.2%-17.3pp | 67.2%-2.4pp |
| Annual return | 17.27% | 8754.98%-8737.7pp | 420.17%-402.9pp | 1369.70%-1352.4pp |
| Employer contribution / active EE | $1,613 | $3,813-57.7% | $4,933-67.3% | $2,626-38.6% |
| Participant deferral / active EE | $6,067 | $7,304-16.9% | $8,066-24.8% | $4,350+39.5% |
| Admin fee / account holder | $502 | $1,752-71.3% | $12,989-96.1% | $1,945-74.2% |