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| Provider | Service type | Compensation |
|---|---|---|
MERCER7 years Filed as: MERCER INVESTMENTS, LLC Service code 99 · EIN 30-0282430 | Other Fees | $65,516 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,659 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $28,350 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,187 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,778-100.0% | $114,563-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.9%-72.9pp | 80.7%-80.7pp |
| Annual return | -0.96% | 295.14%-296.1pp | 241.09%-242.1pp | 172.34%-173.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |