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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,958 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $21,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,944 | $101,591-53.8% | $147,096-68.1% | $74,429-36.9% |
| Participation rate | 57.2% | 75.5%-18.3pp | 82.2%-25.0pp | 67.2%-10.0pp |
| Annual return | 13.16% | 8746.45%-8733.3pp | 419.75%-406.6pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $999 | $3,813-73.8% | $4,936-79.8% | $2,625-62.0% |
| Participant deferral / active EE | $1,833 | $7,302-74.9% | $8,071-77.3% | $4,348-57.8% |
| Admin fee / account holder | $279 | $1,750-84.0% | $13,005-97.9% | $1,944-85.6% |