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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $24,677 |
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $18,399 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $10,986 |
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 | $37,929 | $62,409-39.2% | $120,574-68.5% | $74,459-49.1% |
| Participation rate | 96.6% | 56.8%+39.8pp | 71.9%+24.7pp | 67.2%+29.4pp |
| Annual return | 10.05% | 18.62%-8.6pp | 107.42%-97.4pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $1,506 | $1,847-18.4% | $3,471-56.6% | $2,626-42.6% |
| Participant deferral / active EE | $2,536 | $2,888-12.2% | $4,996-49.2% | $4,350-41.7% |
| Admin fee / account holder | $169 | $2,394-92.9% | $9,445-98.2% | $1,945-91.3% |