Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $83,760 |
Filed as: CBIZ Service code 99 PO BOX 956793 · ST LOUIS, MO 631956793 | Other Fees | $44,125 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,630 |
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLVANIA AVE NW SUITE 1200 · WASHINGTON, DC 20006 | Legal | $24,973 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,772 | $91,439+105.4% | $135,974+38.1% | $71,511+162.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.03% | 29.90%-9.9pp | 68.30%-48.3pp | 28.86%-8.8pp |
| Employer contribution / active EE | $4,174 | $3,705+12.7% | $4,859-14.1% | $2,589+61.2% |
| Participant deferral / active EE | $10,094 | $7,093+42.3% | $7,760+30.1% | $4,291+135.3% |
| Admin fee / account holder | $564 | $1,267-55.4% | $10,767-94.8% | $1,588-64.5% |