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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER DEALER HOLDINGS Service code 27 PO BOX 638131 · CHICAGO, IL 60695 | Advisory (Plan) | $8,284 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24 |
Filed as: FIRST GREAT WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $59,441 | $65,125-8.7% | $143,797-58.7% | $66,949-11.2% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -14.73% | -11.13%-3.6pp | -0.04%-14.7pp | 1.57%-16.3pp |
| Employer contribution / active EE | $4,091 | $2,362+73.2% | $4,952-17.4% | $2,545+60.7% |
| Participant deferral / active EE | $5,510 | $2,920+88.7% | $5,638-2.3% | $4,239+30.0% |
| Admin fee / account holder | $187 | $503-62.8% | $14,679-98.7% | $594-68.5% |