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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC7 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15,041 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,493 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,014 | $55,441-6.2% | $76,002-31.6% | $77,671-33.0% |
| Participation rate | 25.2% | 63.6%-38.5pp | 69.1%-43.9pp | 70.6%-45.4pp |
| Annual return | 13.39% | 17.08%-3.7pp | 360.07%-346.7pp | 31.21%-17.8pp |
| Employer contribution / active EE | $581 | $1,789-67.5% | $2,688-78.4% | $2,726-78.7% |
| Participant deferral / active EE | $1,171 | $3,451-66.1% | $4,257-72.5% | $4,648-74.8% |
| Admin fee / account holder | $85 | $407-79.0% | $6,414-98.7% | $430-80.2% |