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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $29,640 |
CAPFINANCIAL PARTNERS LLC7 years Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $16,158 |
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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 | 12.60% | 8.84%+3.8pp | 9.51%+3.1pp | 9.89%+2.7pp |
| Employer contribution / active EE | $15,492 | $10,586+46.3% | $23,377-33.7% | $14,313+8.2% |
| 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% |