Filed October 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $202,787 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,630 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,421 |
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 | $135,657 | $99,078+36.9% | $96,544+40.5% | $74,419+82.3% |
| Participation rate | 98.0% | 80.7%+17.3pp | 76.0%+22.0pp | 70.7%+27.2pp |
| Annual return | 16.55% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $2,958 | $2,570+15.1% | $2,965-0.2% | $2,637+12.1% |
| Participant deferral / active EE | $8,429 | $4,933+70.9% | $4,851+73.8% | $4,528+86.2% |
| Admin fee / account holder | $371 | $225+65.1% | $8,252-95.5% | $348+6.7% |