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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,979 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $1,154 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,308 | $62,166+79.1% | $81,286+36.9% | $74,429+49.5% |
| Participation rate | 91.8% | 64.1%+27.8pp | 69.5%+22.3pp | 67.2%+24.6pp |
| Annual return | 11.18% | 16.50%-5.3pp | 24.80%-13.6pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $3,129 | $1,881+66.4% | $2,463+27.1% | $2,625+19.2% |
| Participant deferral / active EE | $6,044 | $3,223+87.5% | $3,883+55.6% | $4,348+39.0% |
| Admin fee / account holder | $64 | $1,925-96.7% | $5,764-98.9% | $1,944-96.7% |