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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $65,724 |
Filed as: EMPOWER LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,772 |
JM PENSION ADVISORY, INC.8 years Service code 13 · EIN 52-1910770 ONE RESEARCH COURT · ROCKVILLE, MD 20850 | Contract Administrator | $2,350 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,438 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,667 | $106,264-73.0% | $147,117-80.5% | $77,762-63.1% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 10.65% | 56.94%-46.3pp | 420.54%-409.9pp | 31.27%-20.6pp |
| Employer contribution / active EE | $5,220 | $4,074+28.1% | $4,932+5.8% | $2,728+91.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $247 | $334-26.2% | $12,993-98.1% | $433-43.0% |