Filed March 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $32,703 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,982 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,447 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,098 | $44,960+33.7% | $84,966-29.3% | $74,495-19.3% |
| Participation rate | 86.9% | 49.4%+37.5pp | 67.5%+19.4pp | 67.2%+19.7pp |
| Annual return | 13.71% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,496 | $1,457+71.3% | $2,727-8.5% | $2,623-4.8% |
| Participant deferral / active EE | $7,913 | $2,731+189.8% | $4,519+75.1% | $4,346+82.1% |
| Admin fee / account holder | $321 | $2,209-85.5% | $6,149-94.8% | $1,942-83.5% |