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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $298,199 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $69,913 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,177 | $136,266-58.0% | $90,767-37.0% | $77,906-26.6% |
| Participation rate | 95.0% | 86.6%+8.4pp | 75.7%+19.3pp | 73.7%+21.3pp |
| Annual return | -15.21% | -11.32%-3.9pp | -12.16%-3.1pp | 12.16%-27.4pp |
| Employer contribution / active EE | $1,232 | $4,215-70.8% | $2,922-57.9% | $2,846-56.7% |
| Participant deferral / active EE | $3,798 | $6,353-40.2% | $4,565-16.8% | $4,805-21.0% |
| Admin fee / account holder | $95 | $399-76.1% | $8,445-98.9% | $133-28.1% |