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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 1200 17TH STREET STE 500 · DENVER, CO 80202 | Advisory (Participants) | $34,676 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $28,653 |
Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $26,155 |
Filed as: FIRST REPUBLIC INVESTMENT Service code 26 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $16,134 |
MANN ASSOCIATES, INC.4 years Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 | Accounting | $14,250 |
CREATIVE PLANNING LLC4 years Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,047 |
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,593 | $79,223+34.5% | $102,460+4.0% | $74,478+43.1% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 9.94% | 54.98%-45.0pp | 29.47%-19.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $6,410 | $2,363+171.3% | $3,025+111.9% | $2,626+144.1% |
| Participant deferral / active EE | $1,670 | $4,417-62.2% | $5,056-67.0% | $4,350-61.6% |
| Admin fee / account holder | $506 | $2,003-74.8% | $9,460-94.7% | $1,946-74.0% |