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 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,032 | $89,067+77.4% | $102,423+54.3% | $77,714+103.4% |
| Participation rate | 97.3% | 80.9%+16.3pp | 76.5%+20.8pp | 70.6%+26.7pp |
| Annual return | 4.79% | 25.01%-20.2pp | 29.42%-24.6pp | 31.26%-26.5pp |
| Employer contribution / active EE | $3,506 | $2,699+29.9% | $3,023+16.0% | $2,727+28.6% |
| Participant deferral / active EE | $10,284 | $5,147+99.8% | $5,054+103.5% | $4,649+121.2% |
| Admin fee / account holder | $486 | $236+106.1% | $9,455-94.9% | $433+12.2% |