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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,086 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $44,938 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $17,609 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,099 |
Annual investment return 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 | $90,931 | $106,230-14.4% | $147,080-38.2% | $77,736+17.0% |
| Participation rate | 90.0% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 13.39% | 56.91%-43.5pp | 420.17%-406.8pp | 31.26%-17.9pp |
| Employer contribution / active EE | $3,064 | $4,072-24.8% | $4,933-37.9% | $2,728+12.3% |
| Participant deferral / active EE | $10,106 | $8,001+26.3% | $8,066+25.3% | $4,651+117.3% |
| Admin fee / account holder | $191 | $338-43.4% | $12,989-98.5% | $433-55.8% |