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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $30,900 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH AND KING LLC Service code 10 · EIN 34-1897225 | Accounting | $5,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,767 | $71,666-27.8% | $117,861-56.1% | $69,631-25.7% |
| Participation rate | 84.9% | 77.5%+7.4pp | 79.7%+5.2pp | 70.7%+14.2pp |
| Annual return | 12.80% | 18.86%-6.1pp | 335.11%-322.3pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $287 | $1,889-84.8% | $3,786-92.4% | $2,032-85.9% |
| Participant deferral / active EE | $1,503 | $3,340-55.0% | $4,482-66.5% | $3,224-53.4% |
| Admin fee / account holder | $53 | $120-55.7% | $8,021-99.3% | $110-51.7% |