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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 | Investment Management | $6,321 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $465 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,408 | $86,919+115.6% | $102,457+82.9% | $80,911+131.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.6%+29.2pp |
| Annual return | 16.12% | 18.90%-2.8pp | 29.41%-13.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $6,522 | $2,368+175.4% | $3,022+115.8% | $2,756+136.7% |
| Participant deferral / active EE | $15,541 | $4,119+277.3% | $5,054+207.5% | $4,297+261.6% |
| Admin fee / account holder | $51 | $8,049-99.4% | $9,451-99.5% | $6,935-99.3% |