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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 | $60,237 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $12,909 |
PENSION ASSURANCE LLP5 years Service code 13 20335 VENTURA BLVD STE 305 · WOODLAND HILLS, CA 91364 | Contract Administrator | $12,750 |
Service code 13 1000 N WATER ST STE 1700 · MILWAUKEE, WI 53202 | Contract Administrator | $6,764 |
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 | $129,403 | $89,093+45.2% | $102,434+26.3% | $77,736+66.5% |
| Participation rate | 89.1% | 80.9%+8.2pp | 76.5%+12.6pp | 70.6%+18.5pp |
| Annual return | 14.56% | 25.03%-10.5pp | 29.46%-14.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $2,924 | $2,699+8.3% | $3,023-3.3% | $2,728+7.2% |
| Participant deferral / active EE | $6,299 | $5,147+22.4% | $5,055+24.6% | $4,651+35.4% |
| Admin fee / account holder | $124 | $236-47.4% | $9,462-98.7% | $433-71.3% |