Filed June 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $23,751 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $627 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,420 | $71,142-58.6% | $119,609-75.4% | $64,808-54.6% |
| Participation rate | 80.9% | 78.6%+2.3pp | 79.3%+1.6pp | 71.5%+9.4pp |
| Annual return | -7.67% | -10.01%+2.3pp | -14.97%+7.3pp | 32.82%-40.5pp |
| Employer contribution / active EE | $1,724 | $2,497-31.0% | $4,232-59.3% | $2,506-31.2% |
| Participant deferral / active EE | $4,136 | $4,490-7.9% | $5,602-26.2% | $4,310-4.0% |
| Admin fee / account holder | $61 | $162-62.1% | $10,323-99.4% | $188-67.3% |