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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,493 |
OSAIC WEALTH INC1+ years Service code 55 10 EXCHANGE PLACE STE 1410 · JERSEY CITY, NJ 07302 | Other Commissions | $42,666 |
Service code 99 8400 WESTPARK DR · MCLEAN, VA 22102 | Other Fees | $21,199 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,478 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $3,533 |
Service code 13 12 GILL ST STE 2600 · WOBURN, MA 01801 | Contract Administrator | $2,207 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,705 | $48,744-63.7% | $93,727-81.1% | $200,096-91.2% |
| Participation rate | 84.9% | 63.7%+21.2pp | 68.7%+16.1pp | 72.0%+12.8pp |
| Annual return | 11.49% | 15.36%-3.9pp | 133.83%-122.3pp | 34.26%-22.8pp |
| Employer contribution / active EE | $5 | $1,140-99.6% | $2,421-99.8% | $3,038-99.8% |
| Participant deferral / active EE | $3,811 | $2,825+34.9% | $4,417-13.7% | $5,090-25.1% |
| Admin fee / account holder | $131 | $195-33.1% | $8,292-98.4% | $269-51.5% |