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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $351,477 |
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $64,946 |
BKD, LLP2 years Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $46,200 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,464 | $111,545-79.0% | $64,101-63.4% | $103,590-77.3% |
| Participation rate | 94.2% | 74.9%+19.2pp | 72.3%+21.9pp | 73.3%+20.8pp |
| Annual return | 20.80% | 17.80%+3.0pp | 33.72%-12.9pp | 33.13%-12.3pp |
| Employer contribution / active EE | $1,149 | $4,573-74.9% | $2,749-58.2% | $3,213-64.2% |
| Participant deferral / active EE | $3,527 | $4,715-25.2% | $3,881-9.1% | $5,214-32.4% |
| Admin fee / account holder | $51 | $45+13.6% | $3,070-98.3% | $114-55.1% |