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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 | $101,539+19.7% | $147,041-17.3% | $74,400+63.4% |
| Participation rate | 64.9% | 75.5%-10.7pp | 82.2%-17.3pp | 67.2%-2.4pp |
| Annual return | 17.27% | 8740.84%-8723.6pp | 419.21%-401.9pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $1,613 | $3,811-57.7% | $4,935-67.3% | $2,624-38.5% |
| Participant deferral / active EE | $6,067 | $7,304-16.9% | $8,071-24.8% | $4,348+39.5% |
| Admin fee / account holder | $502 | $1,749-71.3% | $13,006-96.1% | $1,944-74.2% |