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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC5 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,842 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,094 |
Service code 99 175 AMMON DR · MANCHESTER, NH 03103 | Other Fees | $780 |
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 | $33,382 | $44,764-25.4% | $68,808-51.5% | $64,819-48.5% |
| Participation rate | 20.7% | 64.8%-44.1pp | 69.0%-48.4pp | 71.5%-50.8pp |
| Annual return | -16.63% | -10.91%-5.7pp | -6.37%-10.3pp | 32.84%-49.5pp |
| Employer contribution / active EE | $478 | $1,775-73.1% | $2,656-82.0% | $2,507-80.9% |
| Participant deferral / active EE | $994 | $3,238-69.3% | $3,942-74.8% | $4,311-77.0% |
| Admin fee / account holder | $90 | $151-40.5% | $4,936-98.2% | $188-52.0% |