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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC8+ years Service code 64 · EIN 20-1978950 | Recordkeeping Fees | $55,956 |
BENSLER, LLC3 years Filed as: BENSLER LLC Service code 27 10900 NE 8TH ST., SUITE 1550 · BELLEVUE, WA 98004 | Advisory (Plan) | $43,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,810 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $152,074-100.0% | $137,474-100.0% | $198,609-100.0% |
| Participation rate | 0.0% | 85.3%-85.3pp | 83.5%-83.5pp | 82.4%-82.4pp |
| Annual return | -98.16% | 10.68%-108.8pp | 11.53%-109.7pp | 202.70%-300.9pp |
| Employer contribution / active EE | $0 | $5,444-100.0% | $5,048-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $6,155-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $11,950-100.0% | $10,602-100.0% | $19,030-100.0% |