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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $94,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,962 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,476 |
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 | $51,648 | $89,093-42.0% | $102,434-49.6% | $77,736-33.6% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.2pp |
| Annual return | 9.83% | 25.03%-15.2pp | 29.46%-19.6pp | 31.26%-21.4pp |
| Employer contribution / active EE | $2,491 | $2,699-7.7% | $3,023-17.6% | $2,728-8.7% |
| Participant deferral / active EE | $3,971 | $5,147-22.8% | $5,055-21.4% | $4,651-14.6% |
| Admin fee / account holder | $260 | $236+10.1% | $9,462-97.3% | $433-40.0% |