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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $70,379 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $41,404 |
Filed as: BARTLETT PRINGLE & WOLF LLP Service code 10 1123 CHAPALA ST · SANTA BARBARA, CA 93190 | Accounting | $6,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,793 | $54,717+71.4% | $86,216+8.8% | $71,511+31.2% |
| Participation rate | 40.6% | 60.1%-19.5pp | 69.0%-28.4pp | 67.9%-27.4pp |
| Annual return | 15.30% | 20.07%-4.8pp | 1169.42%-1154.1pp | 28.86%-13.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,203 | $3,110+35.1% | $3,986+5.4% | $4,291-2.0% |
| Admin fee / account holder | $1,236 | $1,922-35.7% | $6,853-82.0% | $1,588-22.2% |