Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $84,607 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,718 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $656 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $115,156 | $72,352+59.2% | $142,516-19.2% | $71,529+61.0% |
| Participation rate | 98.5% | 71.7%+26.8pp | 76.8%+21.7pp | 67.9%+30.5pp |
| Annual return | 14.54% | 21.17%-6.6pp | 20.03%-5.5pp | 28.97%-14.4pp |
| Employer contribution / active EE | $6,606 | $3,800+73.8% | $4,849+36.2% | $2,590+155.1% |
| Participant deferral / active EE | $10,427 | $5,288+97.2% | $6,280+66.0% | $4,291+143.0% |
| Admin fee / account holder | $466 | $1,438-67.6% | $10,008-95.3% | $1,588-70.7% |