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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 | $23,650 |
JPMORGAN INVEST HOLDINGS LLC4+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,511 | $102,197-12.4% | $142,516-37.2% | $74,473+20.2% |
| Participation rate | 97.5% | 79.8%+17.6pp | 76.8%+20.7pp | 70.7%+26.7pp |
| Annual return | 24.90% | 19.73%+5.2pp | 20.03%+4.9pp | 34.36%-9.5pp |
| Employer contribution / active EE | $6,159 | $5,052+21.9% | $4,849+27.0% | $2,638+133.4% |
| Participant deferral / active EE | $9,120 | $6,304+44.7% | $6,280+45.2% | $4,530+101.3% |
| Admin fee / account holder | $75 | $186-59.7% | $10,008-99.3% | $347-78.4% |