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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 | $123,912 |
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) | $29,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $15,799 |
LEEPER KEAN & RUMLEY LLP5 years Service code 10 3623 N ELM ST STE 100 · GREENSBORO, NC 27455 | Accounting | $14,500 |
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 | $14,158 | $50,574-72.0% | $169,390-91.6% | $80,157-82.3% |
| Participation rate | 93.3% | 67.8%+25.5pp | 77.2%+16.2pp | 72.9%+20.4pp |
| Annual return | 21.91% | 22.92%-1.0pp | 406.07%-384.2pp | 40.39%-18.5pp |
| Employer contribution / active EE | $1,389 | $1,693-18.0% | $4,013-65.4% | $2,977-53.3% |
| Participant deferral / active EE | $2,964 | $4,164-28.8% | $6,222-52.4% | $5,015-40.9% |
| Admin fee / account holder | $130 | $107+21.9% | $9,015-98.6% | $145-10.2% |