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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 | $27,997 |
JPMORGAN INVEST HOLDINGS LLC5+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $3,049 |
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 | $114,868 | $96,805+18.7% | $153,741-25.3% | $77,762+47.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 15.04% | 14.39%+0.7pp | 15.71%-0.7pp | 31.27%-16.2pp |
| Employer contribution / active EE | $6,600 | $5,232+26.1% | $5,042+30.9% | $2,728+141.9% |
| Participant deferral / active EE | $9,763 | $6,601+47.9% | $6,757+44.5% | $4,651+109.9% |
| Admin fee / account holder | $100 | $182-45.0% | $12,749-99.2% | $433-76.9% |