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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $184,949 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,358 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,207 |
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 | $77,282 | $89,435-13.6% | $164,975-53.2% | $77,714-0.6% |
| Participation rate | 94.4% | 78.6%+15.8pp | 78.6%+15.8pp | 70.6%+23.8pp |
| Annual return | 11.73% | 28.82%-17.1pp | 70.12%-58.4pp | 31.26%-19.5pp |
| Employer contribution / active EE | $2,727 | $2,563+6.4% | $4,343-37.2% | $2,7270% |
| Participant deferral / active EE | $6,190 | $4,901+26.3% | $6,033+2.6% | $4,649+33.1% |
| Admin fee / account holder | $289 | $340-14.9% | $12,688-97.7% | $433-33.3% |