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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $284,085 |
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $109,375 |
GRANT THORNTON LLP2 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $31,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,298 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,332 | $106,230+2.0% | $147,080-26.3% | $77,736+39.4% |
| Participation rate | 74.3% | 78.4%-4.1pp | 82.2%-7.9pp | 70.6%+3.7pp |
| Annual return | 7.22% | 56.91%-49.7pp | 420.17%-412.9pp | 31.26%-24.0pp |
| Employer contribution / active EE | $2,848 | $4,072-30.1% | $4,933-42.3% | $2,728+4.4% |
| Participant deferral / active EE | $8,824 | $8,001+10.3% | $8,066+9.4% | $4,651+89.7% |
| Admin fee / account holder | $388 | $338+14.6% | $12,989-97.0% | $433-10.5% |