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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 | $86,940+115.6% | $102,434+83.0% | $80,935+131.6% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.2pp |
| Annual return | 16.12% | 18.89%-2.8pp | 29.46%-13.3pp | 35.66%-19.5pp |
| Employer contribution / active EE | $6,522 | $2,370+175.2% | $3,023+115.7% | $2,757+136.6% |
| Participant deferral / active EE | $15,541 | $4,121+277.1% | $5,055+207.4% | $4,299+261.5% |
| Admin fee / account holder | $51 | $8,047-99.4% | $9,462-99.5% | $6,924-99.3% |