Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $74,122 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 28 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Investment Management | $55,000 |
BDO USA, LLP4 years Filed as: BDO USA LLP Service code 10 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Accounting | $26,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,829 | $81,948+107.2% | $90,767+87.1% | $64,829+162.0% |
| Participation rate | 88.8% | 80.5%+8.4pp | 75.7%+13.1pp | 71.5%+17.3pp |
| Annual return | -16.40% | -12.53%-3.9pp | -12.16%-4.2pp | 32.85%-49.2pp |
| Employer contribution / active EE | $6,123 | $3,067+99.6% | $2,922+109.6% | $2,507+144.2% |
| Participant deferral / active EE | $8,967 | $4,844+85.1% | $4,565+96.4% | $4,312+108.0% |
| Admin fee / account holder | $209 | $157+32.9% | $8,445-97.5% | $188+11.1% |