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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $140,130 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $100,600 |
AMERICAN FUNDS2 years Filed as: CAPITAL MANAGEMENT ENTERPRISES LLC Service code 26 1111 W DEKALB PIKE · WAYNE, PA 19087 | Advisory (Participants) | $54,133 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,193 | $110,258-17.3% | $102,460-11.0% | $200,096-54.4% |
| Participation rate | 51.4% | 86.3%-34.9pp | 76.5%-25.1pp | 72.0%-20.6pp |
| Annual return | 13.50% | 35.78%-22.3pp | 29.47%-16.0pp | 34.26%-20.8pp |
| Employer contribution / active EE | $1,366 | $3,605-62.1% | $3,025-54.8% | $3,038-55.0% |
| Participant deferral / active EE | $4,328 | $6,377-32.1% | $5,056-14.4% | $5,090-15.0% |
| Admin fee / account holder | $133 | $122+9.2% | $9,460-98.6% | $269-50.4% |