Filed June 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $108,648 |
LPL FINANCIAL10+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,999 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHASE BENEFIT ADVISORS Service code 13 · EIN 54-1370499 | Contract Administrator | $46,455 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,649 | $106,028+8.1% | $146,958-22.0% | $77,643+47.7% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 15.24% | 56.73%-41.5pp | 418.34%-403.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $4,285 | $4,063+5.5% | $4,933-13.1% | $2,726+57.2% |
| Participant deferral / active EE | $9,733 | $7,990+21.8% | $8,070+20.6% | $4,647+109.4% |
| Admin fee / account holder | $229 | $337-32.2% | $12,998-98.2% | $430-46.8% |