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| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $8,008 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 13-2624428 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $301 |
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 | $103,197 | $78,485+31.5% | $106,213-2.8% | $74,495+38.5% |
| Participation rate | 99.1% | 72.8%+26.2pp | 75.3%+23.8pp | 67.2%+31.9pp |
| Annual return | 11.07% | 15.95%-4.9pp | 116.14%-105.1pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $1,340 | $2,523-46.9% | $3,171-57.7% | $2,623-48.9% |
| Participant deferral / active EE | $2,822 | $4,322-34.7% | $5,016-43.7% | $4,346-35.1% |
| Admin fee / account holder | $62 | $2,232-97.2% | $11,033-99.4% | $1,942-96.8% |