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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $169,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,411 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,512 | $78,562+189.6% | $105,608+115.4% | $74,429+205.7% |
| Participation rate | 98.8% | 72.8%+26.0pp | 75.3%+23.5pp | 67.2%+31.6pp |
| Annual return | 9.68% | 15.94%-6.3pp | 116.50%-106.8pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $3,786 | $2,521+50.2% | $3,167+19.5% | $2,625+44.2% |
| Participant deferral / active EE | $10,592 | $4,321+145.1% | $5,010+111.4% | $4,348+143.6% |
| Admin fee / account holder | $554 | $2,217-75.0% | $11,028-95.0% | $1,944-71.5% |