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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $129,706 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,384 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $17,325 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,078 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $27 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,656 | $89,093-8.3% | $102,434-20.3% | $77,736+5.0% |
| Participation rate | 91.8% | 80.9%+10.9pp | 76.5%+15.3pp | 70.6%+21.3pp |
| Annual return | 11.30% | 25.03%-13.7pp | 29.46%-18.2pp | 31.26%-20.0pp |
| Employer contribution / active EE | $1,887 | $2,699-30.1% | $3,023-37.6% | $2,728-30.8% |
| Participant deferral / active EE | $4,101 | $5,147-20.3% | $5,055-18.9% | $4,651-11.8% |
| Admin fee / account holder | $373 | $236+58.1% | $9,462-96.1% | $433-14.0% |