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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 15 · EIN 84-0467907 | Recordkeeping | $1,108,278 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD · RALIEGH, NC 27609 | Advisory (Plan) | $391,290 |
GRAY, GRAY & GRAY5 years Filed as: GRAY GRAY & GRAY LLP Service code 10 34 SOUTHWEST PARK · WESTWOOD, MA 02090 | Accounting | $25,482 |
MERCER1 year Filed as: MERCER (US) INC Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $18,084 |
Filed as: HAM LANGSTON & BREZINA LLP Service code 10 11550 FUQUA STE 475 · HOUSTON, TX 77034 | Accounting | $14,420 |
Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $4,200 |
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 | $46,528 | $89,433-48.0% | $93,765-50.4% | $89,433-48.0% |
| Participation rate | 93.4% | 71.3%+22.1pp | 81.0%+12.4pp | 71.3%+22.1pp |
| Annual return | -1.63% | -11.88%+10.3pp | -11.32%+9.7pp | -11.88%+10.3pp |
| Employer contribution / active EE | $1,450 | $3,021-52.0% | $4,327-66.5% | $3,021-52.0% |
| Participant deferral / active EE | $4,266 | $5,125-16.8% | $6,099-30.1% | $5,125-16.8% |
| Admin fee / account holder | $47 | $79-40.5% | $7,184-99.3% | $79-40.5% |