Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $72,800 |
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER-DEALER HOLDINGS Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 10172 | Advisory (Plan) | $23,408 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,666 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,650 | $62,686-52.7% | $178,505-83.4% | $77,762-61.9% |
| Participation rate | 82.5% | 66.9%+15.6pp | 77.1%+5.4pp | 70.6%+11.9pp |
| Annual return | 19.64% | 16.16%+3.5pp | 27.16%-7.5pp | 31.27%-11.6pp |
| Employer contribution / active EE | $2,305 | $1,914+20.4% | $3,955-41.7% | $2,728-15.5% |
| Participant deferral / active EE | $5,120 | $4,224+21.2% | $6,280-18.5% | $4,651+10.1% |
| Admin fee / account holder | $290 | $386-25.0% | $10,428-97.2% | $433-33.1% |