| 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 | $110,258-49.1% | $102,460-45.3% | $200,096-72.0% |
| Participation rate | 90.3% | 86.3%+4.0pp | 76.5%+13.8pp | 72.0%+18.3pp |
| Annual return | 12.17% | 35.78%-23.6pp | 29.47%-17.3pp | 34.26%-22.1pp |
| Employer contribution / active EE | $1,399 | $3,605-61.2% | $3,025-53.8% | $3,038-53.9% |
| Participant deferral / active EE | $4,161 | $6,377-34.8% | $5,056-17.7% | $5,090-18.3% |
| Admin fee / account holder | $99 | $122-18.7% | $9,460-98.9% | $269-63.1% |