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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $33,153 |
JPMORGAN INVEST HOLDINGS LLC6+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $680 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,603 | $79,634+43.9% | $183,328-37.5% | $79,634+43.9% |
| Participation rate | 98.3% | 62.5%+35.8pp | 77.3%+20.9pp | 62.5%+35.8pp |
| Annual return | 23.64% | 36.46%-12.8pp | 29.67%-6.0pp | 36.46%-12.8pp |
| Employer contribution / active EE | $6,240 | $2,529+146.7% | $5,055+23.4% | $2,529+146.7% |
| Participant deferral / active EE | $9,146 | $3,835+138.5% | $6,795+34.6% | $3,835+138.5% |
| Admin fee / account holder | $86 | $1,002-91.5% | $21,427-99.6% | $1,002-91.5% |