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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 | $12,500 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $1,457 |
BONADIO & CO., LLP9+ years Filed as: BONADIO & CO LLP Service code 10 171 SULLY'S TRAIL · PITTSFORD, NY 14534 | Accounting | $750 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,291 | $56,423+65.3% | $77,183+20.9% | $71,495+30.5% |
| Participation rate | 89.5% | 64.3%+25.2pp | 69.6%+20.0pp | 67.9%+21.6pp |
| Annual return | 12.81% | 19.05%-6.2pp | 37.89%-25.1pp | 28.85%-16.0pp |
| Employer contribution / active EE | $3,308 | $1,866+77.3% | $2,534+30.6% | $2,589+27.8% |
| Participant deferral / active EE | $6,095 | $3,142+94.0% | $3,833+59.0% | $4,291+42.0% |
| Admin fee / account holder | $70 | $1,429-95.1% | $5,475-98.7% | $1,588-95.6% |