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| Provider | Service type | Compensation |
|---|---|---|
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) | $37,997 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTON LARSON ALLEN WEALTH ADVISOR Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $5,250 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,286 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,908 | $76,696+12.0% | $96,538-11.0% | $71,529+20.1% |
| Participation rate | 82.8% | 66.6%+16.2pp | 74.3%+8.4pp | 67.9%+14.8pp |
| Annual return | 15.37% | 48.32%-32.9pp | 35.74%-20.4pp | 28.97%-13.6pp |
| Employer contribution / active EE | $609 | $3,032-79.9% | $3,740-83.7% | $2,590-76.5% |
| Participant deferral / active EE | $3,119 | $3,770-17.3% | $4,880-36.1% | $4,291-27.3% |
| Admin fee / account holder | $191 | $2,030-90.6% | $6,737-97.2% | $1,588-88.0% |