Filed October 9, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $199,447 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,269 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,107 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,323 | $103,024+77.0% | $112,040+62.7% | $79,634+129.0% |
| Participation rate | 97.1% | 80.6%+16.5pp | 76.5%+20.6pp | 62.5%+34.6pp |
| Annual return | 15.17% | 17.60%-2.4pp | 24.52%-9.4pp | 36.46%-21.3pp |
| Employer contribution / active EE | $3,469 | $3,015+15.1% | $2,954+17.4% | $2,529+37.2% |
| Participant deferral / active EE | $10,356 | $5,233+97.9% | $5,098+103.2% | $3,835+170.1% |
| Admin fee / account holder | $519 | $465+11.6% | $12,098-95.7% | $1,002-48.2% |