Filed July 15, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,733 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,114 |
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,812 | $55,482+69.1% | $76,051+23.4% | $77,692+20.7% |
| Participation rate | 99.8% | 63.7%+36.1pp | 69.1%+30.7pp | 70.6%+29.2pp |
| Annual return | 19.43% | 17.09%+2.3pp | 360.42%-341.0pp | 31.25%-11.8pp |
| Employer contribution / active EE | $14,001 | $1,792+681.2% | $2,690+420.5% | $2,726+413.6% |
| Participant deferral / active EE | $11,545 | $3,455+234.2% | $4,257+171.2% | $4,648+148.4% |
| Admin fee / account holder | $78 | $407-80.9% | $6,416-98.8% | $431-82.0% |