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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $337,486 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $156,982 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,390 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,949 | $86,936-48.3% | $103,333-56.5% | $99,062-54.6% |
| Participation rate | 48.9% | 81.7%-32.8pp | 74.5%-25.6pp | 71.6%-22.7pp |
| Annual return | 36.49% | 14.99%+21.5pp | 24.88%+11.6pp | 17.66%+18.8pp |
| Employer contribution / active EE | $1,595 | $3,925-59.4% | $3,868-58.8% | $3,262-51.1% |
| Participant deferral / active EE | $2,732 | $3,825-28.6% | $5,057-46.0% | $5,331-48.8% |
| Admin fee / account holder | $147 | $140+4.8% | $8,355-98.2% | $109+34.9% |