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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $102,815 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,188 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,514 |
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 | $132,967 | $79,700+66.8% | $153,643-13.5% | $74,459+78.6% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.45% | 15.07%-3.6pp | 15.71%-4.3pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $6,802 | $4,016+69.4% | $5,039+35.0% | $2,626+159.0% |
| Participant deferral / active EE | $11,349 | $5,315+113.5% | $6,754+68.0% | $4,350+160.9% |
| Admin fee / account holder | $603 | $1,790-66.3% | $12,739-95.3% | $1,945-69.0% |