Filed October 9, 2015
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $205,256 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,174 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,924 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,032 | $88,890+77.8% | $102,423+54.3% | $77,643+103.5% |
| Participation rate | 97.3% | 80.9%+16.3pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 4.79% | 24.98%-20.2pp | 29.32%-24.5pp | 31.24%-26.4pp |
| Employer contribution / active EE | $3,506 | $2,698+30.0% | $3,023+16.0% | $2,726+28.6% |
| Participant deferral / active EE | $10,284 | $5,145+99.9% | $5,053+103.5% | $4,647+121.3% |
| Admin fee / account holder | $486 | $235+106.4% | $9,451-94.9% | $430+12.9% |