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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $177,202 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $97,237 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 13 PO BOX 730182 · DALLAS, TX 75373 | Contract Administrator | $18,563 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Shareholde... | $1,842 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $404,485 | $129,021+213.5% | $184,203+119.6% | $77,643+421.0% |
| Participation rate | 98.2% | 87.3%+10.8pp | 86.8%+11.4pp | 70.6%+27.6pp |
| Annual return | 15.40% | 33.27%-17.9pp | 28.81%-13.4pp | 31.24%-15.8pp |
| Employer contribution / active EE | $14,852 | $4,413+236.6% | $6,427+131.1% | $2,726+444.9% |
| Participant deferral / active EE | $16,971 | $7,297+132.6% | $9,131+85.9% | $4,647+265.2% |
| Admin fee / account holder | $167 | $254-34.1% | $13,901-98.8% | $430-61.1% |