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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 | $25,169 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $23,673 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,463 | $61,356-53.6% | $149,696-81.0% | $71,511-60.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.93% | 35.86%-16.9pp | 134.46%-115.5pp | 28.86%-9.9pp |
| Employer contribution / active EE | $1,314 | $2,382-44.8% | $4,821-72.7% | $2,589-49.2% |
| Participant deferral / active EE | $2,778 | $2,920-4.8% | $5,682-51.1% | $4,291-35.2% |
| Admin fee / account holder | $192 | $1,263-84.8% | $13,212-98.6% | $1,588-87.9% |