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| 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 | $62,688-52.7% | $178,528-83.4% | $77,714-61.8% |
| Participation rate | 82.5% | 66.9%+15.6pp | 77.1%+5.4pp | 70.6%+11.9pp |
| Annual return | 19.64% | 16.16%+3.5pp | 27.11%-7.5pp | 31.26%-11.6pp |
| Employer contribution / active EE | $2,305 | $1,912+20.6% | $3,950-41.7% | $2,727-15.5% |
| Participant deferral / active EE | $5,120 | $4,224+21.2% | $6,278-18.4% | $4,649+10.1% |
| Admin fee / account holder | $290 | $386-25.0% | $10,419-97.2% | $433-33.2% |