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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $38,440 |
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPFINANCIAL PARTNERS Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $5,138 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $101,802-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 12.4%-12.4pp |
| Annual return | 9.28% | 8.84%+0.4pp | 9.51%-0.2pp | 9.89%-0.6pp |
| Employer contribution / active EE | $10,985 | $10,586+3.8% | $23,377-53.0% | $14,313-23.2% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $769-100.0% | $9,084-100.0% |