Filed May 10, 2011 (most recent of 5 filings on file)
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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,297 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,648 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,287 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,686 | $54,690+82.3% | $76,030+31.1% | $74,478+33.8% |
| Participation rate | 97.2% | 60.3%+36.8pp | 69.1%+28.1pp | 67.2%+30.0pp |
| Annual return | 16.75% | 31.92%-15.2pp | 361.54%-344.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $3,634 | $1,781+104.0% | $2,688+35.2% | $2,626+38.4% |
| Participant deferral / active EE | $6,344 | $3,070+106.6% | $4,257+49.0% | $4,350+45.8% |
| Admin fee / account holder | $393 | $2,240-82.5% | $6,421-93.9% | $1,946-79.8% |