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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,590 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,479 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,556 | $66,098+44.6% | $101,794-6.1% | $74,304+28.6% |
| Participation rate | 84.8% | 53.8%+31.0pp | 69.2%+15.6pp | 60.3%+24.4pp |
| Annual return | 12.46% | 19.59%-7.1pp | 30.53%-18.1pp | 29.43%-17.0pp |
| Employer contribution / active EE | $1,530 | $1,082+41.4% | $2,289-33.2% | $2,241-31.8% |
| Participant deferral / active EE | $4,604 | $2,781+65.5% | $4,084+12.7% | $3,767+22.2% |
| Admin fee / account holder | $72 | $4,146-98.3% | $8,777-99.2% | $2,969-97.6% |