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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 1200 17TH ST STE 500 · DENVER, CO 80202 | Advisory (Plan) | $17,509 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,853 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,704 | $84,499-64.8% | $125,391-76.3% | $66,949-55.6% |
| Participation rate | 31.7% | 76.4%-44.7pp | 82.4%-50.6pp | 69.8%-38.1pp |
| Annual return | -13.90% | -8.49%-5.4pp | 572.41%-586.3pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,251 | $3,554-64.8% | $4,816-74.0% | $2,545-50.9% |
| Participant deferral / active EE | $2,814 | $6,785-58.5% | $7,448-62.2% | $4,239-33.6% |
| Admin fee / account holder | $258 | $685-62.4% | $10,009-97.4% | $594-56.6% |