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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $53,837 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,177 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $967 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,713 | $79,209+4.4% | $102,434-19.3% | $74,459+11.1% |
| Participation rate | 90.5% | 74.8%+15.7pp | 76.5%+14.0pp | 67.2%+23.3pp |
| Annual return | 6.99% | 54.98%-48.0pp | 29.46%-22.5pp | 1369.70%-1362.7pp |
| Employer contribution / active EE | $2,387 | $2,362+1.0% | $3,023-21.0% | $2,626-9.1% |
| Participant deferral / active EE | $4,019 | $4,417-9.0% | $5,055-20.5% | $4,350-7.6% |
| Admin fee / account holder | $451 | $2,002-77.4% | $9,462-95.2% | $1,945-76.8% |