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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $27,083 |
LPL FINANCIAL9+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,399 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $11,420 |
Annual investment return 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 | $42,111 | $57,763-27.1% | $112,228-62.5% | $71,529-41.1% |
| Participation rate | 95.3% | 58.9%+36.4pp | 72.4%+22.9pp | 67.9%+27.4pp |
| Annual return | 10.21% | 18.26%-8.1pp | 30.23%-20.0pp | 28.97%-18.8pp |
| Employer contribution / active EE | $1,615 | $1,916-15.7% | $3,432-52.9% | $2,590-37.6% |
| Participant deferral / active EE | $2,518 | $2,865-12.1% | $4,800-47.5% | $4,291-41.3% |
| Admin fee / account holder | $207 | $1,563-86.7% | $7,752-97.3% | $1,588-86.9% |