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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $443,847 |
MERCER4 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $64,984 |
BKD, LLP3 years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $47,250 |
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 | $26,100 | $117,148-77.7% | $67,560-61.4% | $99,313-73.7% |
| Participation rate | 94.2% | 72.7%+21.6pp | 72.9%+21.3pp | 71.7%+22.5pp |
| Annual return | 15.19% | 14.15%+1.0pp | 3533.50%-3518.3pp | 17.67%-2.5pp |
| Employer contribution / active EE | $1,110 | $4,623-76.0% | $2,737-59.4% | $3,264-66.0% |
| Participant deferral / active EE | $3,358 | $4,782-29.8% | $4,004-16.1% | $5,346-37.2% |
| Admin fee / account holder | $56 | $50+12.4% | $3,994-98.6% | $109-48.4% |