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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $111,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,941 |
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 | $125,952 | $72,303+74.2% | $86,698+45.3% | $64,824+94.3% |
| Participation rate | 91.1% | 80.4%+10.6pp | 76.6%+14.5pp | 71.5%+19.6pp |
| Annual return | -13.03% | 392.77%-405.8pp | 35.96%-49.0pp | 32.84%-45.9pp |
| Employer contribution / active EE | $6,325 | $2,393+164.3% | $2,837+123.0% | $2,507+152.3% |
| Participant deferral / active EE | $7,119 | $4,660+52.8% | $4,656+52.9% | $4,311+65.1% |
| Admin fee / account holder | $348 | $174+100.3% | $7,492-95.3% | $188+85.5% |