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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $91,549 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $37,440 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,295 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,650 | $90,064-14.9% | $100,415-23.7% | $77,762-1.4% |
| Participation rate | 89.2% | 81.3%+7.9pp | 81.5%+7.7pp | 70.6%+18.6pp |
| Annual return | 19.89% | 20.61%-0.7pp | 49.47%-29.6pp | 31.27%-11.4pp |
| Employer contribution / active EE | $6,507 | $3,043+113.8% | $3,943+65.0% | $2,728+138.5% |
| Participant deferral / active EE | $14,372 | $8,282+73.5% | $8,091+77.6% | $4,651+209.0% |
| Admin fee / account holder | $168 | $172-2.4% | $7,906-97.9% | $433-61.2% |