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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $138,879 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,884 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,876 |
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 | $58,876 | $50,919+15.6% | $155,556-62.2% | $77,762-24.3% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 16.98% | 34.84%-17.9pp | 64.84%-47.9pp | 31.27%-14.3pp |
| Employer contribution / active EE | $4,644 | $1,991+133.2% | $4,675-0.7% | $2,728+70.2% |
| Participant deferral / active EE | $9,813 | $2,824+247.4% | $5,631+74.3% | $4,651+111.0% |
| Admin fee / account holder | $282 | $437-35.3% | $15,885-98.2% | $433-34.8% |