Filed June 24, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $209,620 |
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $50,331 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,820 | $110,299-2.2% | $102,423+5.3% | $199,593-46.0% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 15.96% | 35.73%-19.8pp | 29.32%-13.4pp | 34.25%-18.3pp |
| Employer contribution / active EE | $3,690 | $3,603+2.4% | $3,023+22.1% | $3,034+21.6% |
| Participant deferral / active EE | $8,763 | $6,376+37.4% | $5,053+73.4% | $5,087+72.3% |
| Admin fee / account holder | $139 | $122+13.9% | $9,451-98.5% | $269-48.2% |