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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 | $114,148 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $31,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,022 |
LEEPER KEAN & RUMLEY LLP6 years Service code 10 3623 N ELM ST STE 100 · GREENSBORO, NC 27455 | Accounting | $15,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,924 | $58,644-72.8% | $178,505-91.1% | $200,096-92.0% |
| Participation rate | 94.3% | 65.5%+28.8pp | 77.1%+17.2pp | 72.0%+22.3pp |
| Annual return | 18.37% | 19.25%-0.9pp | 27.16%-8.8pp | 34.26%-15.9pp |
| Employer contribution / active EE | $1,400 | $1,801-22.3% | $3,955-64.6% | $3,038-53.9% |
| Participant deferral / active EE | $2,946 | $4,248-30.7% | $6,280-53.1% | $5,090-42.1% |
| Admin fee / account holder | $142 | $145-2.3% | $10,428-98.6% | $269-47.3% |