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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $240,701 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $140,784 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,716 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $18,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,605 | $53,204-1.1% | $155,556-66.2% | $200,096-73.7% |
| Participation rate | 30.0% | 64.1%-34.1pp | 78.2%-48.2pp | 72.0%-42.0pp |
| Annual return | 11.98% | 41.02%-29.0pp | 64.84%-52.9pp | 34.26%-22.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $1,530 | $3,163-51.6% | $5,631-72.8% | $5,090-69.9% |
| Admin fee / account holder | $179 | $186-3.5% | $15,885-98.9% | $269-33.4% |