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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $134,619 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $49,949 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,478 |
Filed as: GWFS EQUITIES INC Service code 72 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses | $40 |
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 | $62,469 | $81,948-23.8% | $90,756-31.2% | $64,814-3.6% |
| Participation rate | 78.5% | 80.5%-1.9pp | 75.7%+2.8pp | 71.5%+7.1pp |
| Annual return | -6.63% | -12.53%+5.9pp | -12.16%+5.5pp | 32.84%-39.5pp |
| Employer contribution / active EE | $4,892 | $3,067+59.5% | $2,922+67.5% | $2,507+95.2% |
| Participant deferral / active EE | $6,240 | $4,844+28.8% | $4,565+36.7% | $4,310+44.8% |
| Admin fee / account holder | $185 | $157+17.9% | $8,445-97.8% | $188-1.4% |