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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $67,359 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $52,626 |
CALVETTI FERGUSON1+ years Service code 10 · EIN 13-4255527 | Accounting | $13,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 7.61% | 7.29%+0.3pp | 8.10%-0.5pp | 8.21%-0.6pp |
| Employer contribution / active EE | $674 | $9,759-93.1% | $28,649-97.6% | $13,837-95.1% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |