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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $1,588,102 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $507,985 |
GRAY, GRAY & GRAY7 years Filed as: GRAY GRAY & GRAY LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $41,310 |
RSM US LLP1 year Service code 99 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $23,100 |
HAM, LANGSTON & BREZINA, LLP3 years Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $23,070 |
Filed as: BURKETT BURKETT & BURKETT CERTIFIED Service code 10 PO BOX 2044 · COLUMBIA, SC 29171 | Accounting | $13,000 |
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 | $55,778 | $106,553-47.7% | $103,065-45.9% | $106,553-47.7% |
| Participation rate | 93.2% | 69.8%+23.3pp | 80.6%+12.6pp | 69.8%+23.3pp |
| Annual return | 16.38% | 17.37%-1.0pp | 23.95%-7.6pp | 17.37%-1.0pp |
| Employer contribution / active EE | $1,479 | $3,359-56.0% | $4,675-68.4% | $3,359-56.0% |
| Participant deferral / active EE | $4,421 | $5,562-20.5% | $6,625-33.3% | $5,562-20.5% |
| Admin fee / account holder | $55 | $80-31.1% | $9,349-99.4% | $80-31.1% |