Filed June 29, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $45,543 |
JPMORGAN INVEST HOLDINGS LLC10+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $4,640 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,194 | $73,149+9.6% | $120,580-33.5% | $77,762+3.1% |
| Participation rate | 98.1% | 55.2%+43.0pp | 72.0%+26.2pp | 70.6%+27.5pp |
| Annual return | 18.02% | 18.24%-0.2pp | 107.48%-89.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $2,809 | $1,793+56.6% | $3,469-19.0% | $2,728+3.0% |
| Participant deferral / active EE | $5,838 | $3,006+94.2% | $4,995+16.9% | $4,651+25.5% |
| Admin fee / account holder | $41 | $660-93.8% | $9,418-99.6% | $433-90.6% |