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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $19,306 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,113 |
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 | $43,347 | $91,474-52.6% | $135,982-68.1% | $71,529-39.4% |
| Participation rate | 52.0% | 75.7%-23.6pp | 81.9%-29.9pp | 67.9%-15.9pp |
| Annual return | 19.80% | 29.89%-10.1pp | 68.32%-48.5pp | 28.97%-9.2pp |
| Employer contribution / active EE | $963 | $3,705-74.0% | $4,859-80.2% | $2,590-62.8% |
| Participant deferral / active EE | $1,726 | $7,095-75.7% | $7,760-77.8% | $4,291-59.8% |
| Admin fee / account holder | $215 | $1,267-83.0% | $10,767-98.0% | $1,588-86.4% |