Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $107,338 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,136 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $195,629 | $71,523+173.5% | $98,461+98.7% | $71,511+173.6% |
| Participation rate | 99.4% | 72.7%+26.7pp | 75.2%+24.2pp | 67.9%+31.4pp |
| Annual return | 16.40% | 32.43%-16.0pp | 21.17%-4.8pp | 28.86%-12.5pp |
| Employer contribution / active EE | $10,504 | $2,399+337.8% | $3,049+244.6% | $2,589+305.7% |
| Participant deferral / active EE | $9,348 | $4,109+127.5% | $4,738+97.3% | $4,291+117.9% |
| Admin fee / account holder | $734 | $1,676-56.2% | $8,961-91.8% | $1,588-53.8% |