Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 26 · EIN 26-0058143 | Advisory (Participants) | $580,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $380,095 |
EISNERAMPER LLP1 year Filed as: EISENERAMPER, LLP Service code 10 · EIN 13-1639826 | Accounting | $22,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,434 | $68,330-52.5% | $149,740-78.3% | $96,393-66.4% |
| Participation rate | 84.8% | 74.6%+10.2pp | 78.8%+6.0pp | 71.3%+13.5pp |
| Annual return | 19.29% | 29.64%-10.4pp | 134.51%-115.2pp | 22.88%-3.6pp |
| Employer contribution / active EE | $0 | $2,139-100.0% | $4,821-100.0% | $3,239-100.0% |
| Participant deferral / active EE | $3,025 | $4,422-31.6% | $5,683-46.8% | $5,455-44.5% |
| Admin fee / account holder | $36 | $52-30.3% | $13,222-99.7% | $74-50.9% |