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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,922 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $13,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,810 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,036 | $65,092-61.5% | $143,799-82.6% | $66,938-62.6% |
| Participation rate | 74.1% | 65.2%+8.8pp | 80.3%-6.3pp | 69.8%+4.2pp |
| Annual return | -12.58% | -11.14%-1.4pp | -0.04%-12.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $917 | $2,362-61.2% | $4,952-81.5% | $2,545-64.0% |
| Participant deferral / active EE | $1,904 | $2,920-34.8% | $5,638-66.2% | $4,238-55.1% |
| Admin fee / account holder | $179 | $502-64.4% | $14,677-98.8% | $594-69.8% |