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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $275,661 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $69,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,817 | $112,582-37.1% | $105,624-33.0% | $200,096-64.6% |
| Participation rate | 94.9% | 86.3%+8.7pp | 75.3%+19.6pp | 72.0%+22.9pp |
| Annual return | 14.95% | 15.58%-0.6pp | 116.20%-101.3pp | 34.26%-19.3pp |
| Employer contribution / active EE | $1,511 | $4,580-67.0% | $3,168-52.3% | $3,038-50.3% |
| Participant deferral / active EE | $4,374 | $6,655-34.3% | $5,013-12.7% | $5,090-14.1% |
| Admin fee / account holder | $88 | $107-17.5% | $10,961-99.2% | $269-67.2% |