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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 1200 17TH STREET STE 500 · DENVER, CO 80202 | Advisory (Participants) | $31,231 |
Service code 15 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Recordkeeping | $22,808 |
Filed as: FIRST REPUBLIC INVESTMENT Service code 26 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $19,919 |
Filed as: EMPOWER Service code 26 | Advisory (Participants) | $13,388 |
MANN ASSOCIATES, INC.1 year Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 | Accounting | $12,750 |
CREATIVE PLANNING LLC1 year Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $8,948 |
Service code 26 · EIN 82-1364595 | Advisory (Participants) | $8,587 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $530 |
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 | $91,910 | $185,342-50.4% | $111,303-17.4% | $86,813+5.9% |
| Participation rate | 77.1% | 81.0%-3.9pp | 77.3%-0.3pp | 72.3%+4.8pp |
| Annual return | 8.51% | 500.80%-492.3pp | 54.66%-46.2pp | 97.93%-89.4pp |
| Employer contribution / active EE | $5,376 | $2,246+139.4% | $2,731+96.8% | $2,406+123.5% |
| Participant deferral / active EE | $999 | $4,458-77.6% | $4,487-77.7% | $4,131-75.8% |
| Admin fee / account holder | $432 | $255+69.1% | $7,966-94.6% | $170+154.8% |