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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $122,452 |
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 26-2459836 950 17TH ST · DENVER, CO 80202 | Advisory (Plan) | $101,548 |
SIKICH LLP2 years Filed as: SIKICH CPA LLC Service code 10 · EIN 36-3168081 333 JOHN CARLYLE ST STE 500 · ALEXANDRIA, VA 22314 | Accounting | $7,540 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,429 | $123,077-38.7% | $116,228-35.1% | $102,872-26.7% |
| Participation rate | 92.5% | 87.0%+5.5pp | 74.6%+18.0pp | 73.0%+19.5pp |
| Annual return | 16.25% | 15.84%+0.4pp | 90.06%-73.8pp | 19.06%-2.8pp |
| Employer contribution / active EE | $1,283 | $4,380-70.7% | $2,994-57.1% | $3,526-63.6% |
| Participant deferral / active EE | $3,950 | $6,746-41.5% | $4,953-20.3% | $5,535-28.6% |
| Admin fee / account holder | $151 | $115+30.7% | $11,989-98.7% | $292-48.4% |