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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $68,700 |
CAPFINANCIAL PARTNERS LLC5 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $67,239 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,395 |
MANER COSTERISAN10+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $16,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $280,481 | $106,247+164.0% | $147,096+90.7% | $77,714+260.9% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 12.44% | 56.87%-44.4pp | 419.75%-407.3pp | 31.26%-18.8pp |
| Employer contribution / active EE | $12,919 | $4,069+217.5% | $4,936+161.7% | $2,727+373.8% |
| Participant deferral / active EE | $11,535 | $7,996+44.3% | $8,071+42.9% | $4,649+148.1% |
| Admin fee / account holder | $175 | $338-48.4% | $13,005-98.7% | $433-59.7% |