Filed September 12, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $85,436 |
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $61,207 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,117 | $130,224+22.2% | $197,124-19.3% | $79,634+99.8% |
| Participation rate | 98.9% | 87.8%+11.1pp | 86.7%+12.2pp | 62.5%+36.4pp |
| Annual return | 13.76% | 23.65%-9.9pp | 44.34%-30.6pp | 36.46%-22.7pp |
| Employer contribution / active EE | $7,176 | $4,314+66.3% | $6,227+15.2% | $2,529+183.7% |
| Participant deferral / active EE | $6,199 | $7,378-16.0% | $9,135-32.1% | $3,835+61.7% |
| Admin fee / account holder | $306 | $254+20.3% | $16,298-98.1% | $1,002-69.4% |