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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,640 |
PORTFOLIO EVALUATIONS, INC.4 years Filed as: PORTFOLIO EVALUATIONS INC Service code 27 15 INDEPENDENCE BLVD. · WARREN, NJ 07059 | Advisory (Plan) | $582 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $288 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,973 | $50,199+63.3% | $69,884+17.3% | $66,938+22.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -15.71% | -13.85%-1.9pp | 190.81%-206.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,151 | $1,864+69.1% | $2,560+23.1% | $2,545+23.8% |
| Participant deferral / active EE | $5,846 | $3,112+87.8% | $3,848+51.9% | $4,238+37.9% |
| Admin fee / account holder | $64 | $600-89.3% | $6,266-99.0% | $594-89.2% |