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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $74,016 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,766 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,814 | $46,332-29.2% | $143,799-77.2% | $64,819-49.4% |
| Participation rate | 65.9% | 64.2%+1.7pp | 80.3%-14.4pp | 71.5%-5.6pp |
| Annual return | -8.72% | -10.05%+1.3pp | -0.04%-8.7pp | 32.84%-41.6pp |
| Employer contribution / active EE | $2,186 | $1,911+14.4% | $4,952-55.9% | $2,507-12.8% |
| Participant deferral / active EE | $5,643 | $2,647+113.2% | $5,638+0.1% | $4,311+30.9% |
| Admin fee / account holder | $180 | $154+16.9% | $14,677-98.8% | $188-4.2% |