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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 1200 17TH ST STE 500 · DENVER, CO 80202 | Advisory (Plan) | $12,410 |
Filed as: GREAT-WEST LIFE & ANNUITY INS COMPA Service code 64 85115 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,247 | $104,479-63.4% | $159,474-76.0% | $79,391-51.8% |
| Participation rate | 34.3% | 76.6%-42.4pp | 82.8%-48.6pp | 70.7%-36.4pp |
| Annual return | 17.28% | 67.98%-50.7pp | 263.68%-246.4pp | 116.88%-99.6pp |
| Employer contribution / active EE | $1,092 | $3,417-68.0% | $4,831-77.4% | $2,428-55.0% |
| Participant deferral / active EE | $2,410 | $6,468-62.7% | $7,353-67.2% | $4,046-40.4% |
| Admin fee / account holder | $283 | $711-60.2% | $10,802-97.4% | $627-54.8% |