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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 | $106,264+163.9% | $147,117+90.7% | $77,762+260.7% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 12.44% | 56.94%-44.5pp | 420.54%-408.1pp | 31.27%-18.8pp |
| Employer contribution / active EE | $12,919 | $4,074+217.1% | $4,932+161.9% | $2,728+373.6% |
| Participant deferral / active EE | $11,535 | $8,003+44.1% | $8,065+43.0% | $4,651+148.0% |
| Admin fee / account holder | $175 | $334-47.8% | $12,993-98.7% | $433-59.7% |