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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $74,123 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,550 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $40,459 |
MANER COSTERISAN11+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $17,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,751 | $119,446+161.8% | $150,045+108.4% | $85,563+265.5% |
| Participation rate | 97.8% | 75.4%+22.4pp | 82.3%+15.5pp | 66.0%+31.8pp |
| Annual return | 18.74% | 23.72%-5.0pp | 62.55%-43.8pp | 31.51%-12.8pp |
| Employer contribution / active EE | $13,169 | $4,078+222.9% | $4,693+180.6% | $2,654+396.3% |
| Participant deferral / active EE | $11,975 | $7,985+50.0% | $7,997+49.7% | $4,375+173.7% |
| Admin fee / account holder | $182 | $548-66.7% | $13,435-98.6% | $834-78.1% |