Filed October 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $201,800 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,126 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,040 |
Filed as: TRANSAMERICA CORPORATION DBA TRANSA Service code 13 PO BOX 20781 · LEHIGH VALLEY, PA 180020781 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,414 | $72,254+63.9% | $86,677+36.6% | $64,808+82.7% |
| Participation rate | 97.8% | 80.4%+17.4pp | 76.6%+21.2pp | 71.5%+26.3pp |
| Annual return | -15.57% | 392.42%-408.0pp | 35.91%-51.5pp | 32.82%-48.4pp |
| Employer contribution / active EE | $2,918 | $2,393+22.0% | $2,836+2.9% | $2,506+16.5% |
| Participant deferral / active EE | $8,290 | $4,658+78.0% | $4,656+78.1% | $4,310+92.3% |
| Admin fee / account holder | $359 | $174+106.5% | $7,493-95.2% | $188+91.2% |