Filed January 30, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $134,228 |
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) | $52,900 |
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 | $166,603 | $89,123+86.9% | $102,460+62.6% | $77,762+114.2% |
| Participation rate | 97.5% | 80.9%+16.6pp | 76.5%+21.0pp | 70.6%+26.9pp |
| Annual return | 76.00% | 25.05%+51.0pp | 29.47%+46.5pp | 31.27%+44.7pp |
| Employer contribution / active EE | $2,493 | $2,700-7.7% | $3,025-17.6% | $2,728-8.6% |
| Participant deferral / active EE | $3,412 | $5,148-33.7% | $5,056-32.5% | $4,651-26.6% |
| Admin fee / account holder | $274 | $236+16.0% | $9,460-97.1% | $433-36.8% |