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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 | $58,911+164.2% | $129,384+20.3% | $77,736+100.2% |
| Participation rate | 50.2% | 59.4%-9.2pp | 69.6%-19.4pp | 70.6%-20.4pp |
| Annual return | 0.00% | 24.75%-24.7pp | 9461.77%-9461.8pp | 31.26%-31.3pp |
| Employer contribution / active EE | $2,025 | $1,955+3.6% | $4,153-51.2% | $2,728-25.8% |
| Participant deferral / active EE | $4,045 | $3,220+25.6% | $4,166-2.9% | $4,651-13.0% |
| Admin fee / account holder | $229 | $592-61.3% | $7,686-97.0% | $433-47.2% |