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 | $55,457+69.2% | $76,119+23.2% | $77,736+20.7% |
| Participation rate | 99.8% | 63.6%+36.2pp | 69.1%+30.7pp | 70.6%+29.2pp |
| Annual return | 19.43% | 17.09%+2.3pp | 361.25%-341.8pp | 31.26%-11.8pp |
| Employer contribution / active EE | $14,001 | $1,792+681.2% | $2,693+420.0% | $2,728+413.3% |
| Participant deferral / active EE | $11,545 | $3,454+234.2% | $4,259+171.1% | $4,651+148.2% |
| Admin fee / account holder | $78 | $411-81.1% | $6,421-98.8% | $433-82.1% |