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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 | $79,504 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $65,920 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,435 |
MANER COSTERISAN9+ years Service code 10 · EIN 38-2157642 2425 E GRAND RIVER AVE, STE 1 · LANSING, MI 48912 | Accounting | $15,597 |
REHMANN ROBSON1 year Filed as: REHMANN LLC Service code 99 · EIN 38-3567911 5800 GRATIOT RD STE 201 · PO BOX, MI 48605 | Other Fees | $7,900 |
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 | $262,063 | $95,438+174.6% | $135,998+92.7% | $74,478+251.9% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.1pp | 70.7%+27.3pp |
| Annual return | 16.82% | 32.61%-15.8pp | 68.37%-51.6pp | 34.37%-17.6pp |
| Employer contribution / active EE | $12,338 | $3,878+218.2% | $4,860+153.9% | $2,637+367.9% |
| Participant deferral / active EE | $11,045 | $7,790+41.8% | $7,761+42.3% | $4,530+143.8% |
| Admin fee / account holder | $190 | $259-26.6% | $10,769-98.2% | $347-45.2% |