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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,201 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $85,000 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 PO BOX 5381 · DEPTFORD, NJ 08096 | Accounting | $33,965 |
Filed as: BOND SCHOENECK & KING PLLC Service code 29 PO BOX 11607 · SYRACUSE, NY 13218 | Legal | $2,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,932 | $53,254+121.5% | $155,574-24.2% | $199,921-41.0% |
| Participation rate | 53.4% | 64.1%-10.7pp | 78.2%-24.8pp | 72.0%-18.6pp |
| Annual return | 12.68% | 41.18%-28.5pp | 64.87%-52.2pp | 34.28%-21.6pp |
| Employer contribution / active EE | $817 | $1,848-55.8% | $4,676-82.5% | $3,035-73.1% |
| Participant deferral / active EE | $3,558 | $3,165+12.4% | $5,629-36.8% | $5,089-30.1% |
| Admin fee / account holder | $199 | $186+7.2% | $15,914-98.7% | $269-26.1% |