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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 30-0282430 | Consulting | $124,481 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,308 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,414 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,756 | $64,612-35.4% | $86,439-51.7% | $64,814-35.6% |
| Participation rate | 85.4% | 81.5%+4.0pp | 80.3%+5.1pp | 71.5%+14.0pp |
| Annual return | -9.40% | 0.66%-10.1pp | 4395.55%-4405.0pp | 32.84%-42.2pp |
| Employer contribution / active EE | $6,082 | $2,744+121.6% | $3,769+61.4% | $2,507+142.6% |
| Participant deferral / active EE | $13,784 | $7,497+83.9% | $6,952+98.3% | $4,310+219.8% |
| Admin fee / account holder | $216 | $169+28.0% | $6,732-96.8% | $188+15.2% |