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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $64,443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,564 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,626 | $58,859+164.4% | $129,397+20.3% | $77,714+100.3% |
| Participation rate | 50.2% | 59.3%-9.1pp | 69.6%-19.4pp | 70.6%-20.4pp |
| Annual return | 0.00% | 24.74%-24.7pp | 9453.98%-9454.0pp | 31.26%-31.3pp |
| Employer contribution / active EE | $2,025 | $1,952+3.7% | $4,154-51.3% | $2,727-25.7% |
| Participant deferral / active EE | $4,045 | $3,215+25.8% | $4,167-2.9% | $4,649-13.0% |
| Admin fee / account holder | $229 | $591-61.2% | $7,679-97.0% | $433-47.2% |