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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,763 |
MERCER1+ years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 · EIN 30-0282430 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $25,447 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,759 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,273 | $129,095-82.0% | $184,185-87.4% | $77,692-70.0% |
| Participation rate | 95.2% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 0.00% | 33.29%-33.3pp | 28.81%-28.8pp | 31.25%-31.3pp |
| Employer contribution / active EE | $1,913 | $4,410-56.6% | $6,426-70.2% | $2,726-29.8% |
| Participant deferral / active EE | $5,742 | $7,300-21.3% | $9,132-37.1% | $4,648+23.5% |
| Admin fee / account holder | $101 | $256-60.6% | $13,909-99.3% | $431-76.6% |