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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $140,984 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,208 |
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 | $146,036 | $89,093+63.9% | $102,434+42.6% | $77,736+87.9% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 12.06% | 25.03%-13.0pp | 29.46%-17.4pp | 31.26%-19.2pp |
| Employer contribution / active EE | $5,854 | $2,699+116.9% | $3,023+93.6% | $2,728+114.6% |
| Participant deferral / active EE | $8,205 | $5,147+59.4% | $5,055+62.3% | $4,651+76.4% |
| Admin fee / account holder | $451 | $236+91.2% | $9,462-95.2% | $433+4.1% |