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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $96,515 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $47,512 |
BERRY DUNN3 years Filed as: BERRY, DUNN, MCNEIL & PARKER LLC Service code 10 · EIN 01-0523282 | Accounting | $15,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $53,132 | $53,165-0.1% | $86,235-38.4% | $74,473-28.7% |
| Participation rate | 64.2% | 64.9%-0.7pp | 69.0%-4.8pp | 70.7%-6.5pp |
| Annual return | 17.10% | 22.64%-5.5pp | 1170.03%-1152.9pp | 34.36%-17.3pp |
| Employer contribution / active EE | $275 | $1,210-77.3% | $2,381-88.4% | $2,638-89.6% |
| Participant deferral / active EE | $1,201 | $3,234-62.9% | $3,987-69.9% | $4,530-73.5% |
| Admin fee / account holder | $244 | $551-55.8% | $6,856-96.4% | $347-29.7% |