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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $62,794 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,226 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,048 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,689 | $101,672+12.8% | $147,117-22.0% | $74,478+54.0% |
| Participation rate | 88.8% | 75.5%+13.2pp | 82.2%+6.6pp | 67.2%+21.6pp |
| Annual return | 13.48% | 8757.83%-8744.3pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,090 | $7,305+79.2% | $8,065+62.3% | $4,350+200.9% |
| Admin fee / account holder | $465 | $1,753-73.5% | $12,993-96.4% | $1,946-76.1% |