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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) | $30,715 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,829 | $55,472-46.2% | $155,567-80.8% | $74,546-60.0% |
| Participation rate | 88.0% | 61.9%+26.1pp | 78.2%+9.8pp | 67.2%+20.8pp |
| Annual return | 13.72% | 268.72%-255.0pp | 64.74%-51.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $1,092 | $2,269-51.9% | $4,674-76.6% | $2,624-58.4% |
| Participant deferral / active EE | $2,578 | $2,838-9.1% | $5,628-54.2% | $4,347-40.7% |
| Admin fee / account holder | $115 | $1,743-93.4% | $15,916-99.3% | $1,944-94.1% |