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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 | $55,402-6.1% | $76,089-31.6% | $77,714-33.1% |
| Participation rate | 25.2% | 63.6%-38.4pp | 69.1%-43.9pp | 70.6%-45.4pp |
| Annual return | 13.39% | 17.09%-3.7pp | 360.94%-347.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $581 | $1,789-67.5% | $2,690-78.4% | $2,727-78.7% |
| Participant deferral / active EE | $1,171 | $3,450-66.1% | $4,259-72.5% | $4,649-74.8% |
| Admin fee / account holder | $85 | $410-79.2% | $6,418-98.7% | $433-80.3% |