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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $256,388 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $54,668 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $18,500 |
Service code 27 · EIN 39-1126909 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Advisory (Plan) | $17,427 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,076 | $110,282-49.2% | $102,434-45.3% | $199,960-72.0% |
| Participation rate | 90.3% | 86.3%+4.0pp | 76.5%+13.8pp | 72.0%+18.3pp |
| Annual return | 12.17% | 35.75%-23.6pp | 29.46%-17.3pp | 34.28%-22.1pp |
| Employer contribution / active EE | $1,399 | $3,603-61.2% | $3,023-53.7% | $3,036-53.9% |
| Participant deferral / active EE | $4,161 | $6,376-34.7% | $5,055-17.7% | $5,087-18.2% |
| Admin fee / account holder | $99 | $122-18.7% | $9,462-98.9% | $269-63.1% |