Filed March 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
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) | $32,062 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,545 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,831 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,672 | $41,078+16.1% | $80,569-40.8% | $71,457-33.3% |
| Participation rate | 94.8% | 50.2%+44.6pp | 67.0%+27.8pp | 67.9%+26.9pp |
| Annual return | 14.98% | 38.45%-23.5pp | 935.43%-920.4pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,357 | $1,506+56.6% | $2,723-13.5% | $2,588-8.9% |
| Participant deferral / active EE | $7,213 | $2,699+167.2% | $4,447+62.2% | $4,289+68.2% |
| Admin fee / account holder | $200 | $1,840-89.1% | $5,377-96.3% | $1,587-87.4% |