Plan Ledger DOL Form 5500 · updated monthly

Mercer Advisors, Inc.401(k)

MERCER ADVISORS INC. 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Mercer Advisors, Inc. reported $23,300 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,689 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.05% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 105th-largest of 1,461 plans among Colorado employers on file, and the 749th of 4,798 in finance & insurance. In 2024, employees put in $3.17 for every $1.00 the employer contributed; active participation has grown from 839 to 1,182 since 2022.

Plan summary
Net assets, end of year$145,296,744
Participants with balances1,254
Active participants1,182
Employer contributions$4,360,105
Employee contributions$13,810,616
Employer contribution per active participant$3,689
Average account balance$115,867
Benefits paid to participants$7,608,490
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$145.3M · 1,254 accts · $4.4M emplr
2023$115.3M · 1,081 accts · $3.4M emplr
2022$87.5M · 972 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,300
Total administrative$23,300
The Mercer Advisors, Inc. 401(k) match · 2024
Employer contribution per active participant$3,689
Median for plans this size$3,635
2024$3,689 per active participant
2023$3,370 per active participant
2022$3,876 per active participant

Mercer Advisors, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Claims processing · Plan administrator$23,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,300 · 0.02%
2023$27,061 · 0.03%
2022$38,675 · 0.05%
Same employer
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Janus Capital Group Inc. CO$544.8M · 0.05%
Heartland Financial USA, Inc CO$318.2M · 0.05%
Ent Credit Union CO$183.0M · 0.07%
Alpine Banks of Colorado CO$160.9M · 0.03%
Elevations Credit Union CO$78.2M · 0.11%
Canvas Credit Union CO$67.0M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262459836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.