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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $137,843 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,178 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 25 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Directed Trustee | $8,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,002 | $119,153-83.2% | $151,634-86.8% | $78,104-74.4% |
| Participation rate | 66.1% | 92.5%-26.3pp | 87.5%-21.3pp | 74.5%-8.4pp |
| Annual return | 0.00% | -10.83%+10.8pp | 3.32%-3.3pp | 10.90%-10.9pp |
| Employer contribution / active EE | $876 | $5,298-83.5% | $6,165-85.8% | $3,128-72.0% |
| Participant deferral / active EE | $2,587 | $8,624-70.0% | $8,363-69.1% | $5,089-49.2% |
| Admin fee / account holder | $55 | $69-20.5% | $11,614-99.5% | $79-30.7% |