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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,486 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,069 | $88,186-11.5% | $165,071-52.7% | $74,459+4.8% |
| Participation rate | 60.6% | 73.1%-12.6pp | 78.6%-18.1pp | 67.2%-6.7pp |
| Annual return | 9.77% | 17.13%-7.4pp | 70.17%-60.4pp | 1369.70%-1359.9pp |
| Employer contribution / active EE | $535 | $2,600-79.4% | $4,347-87.7% | $2,626-79.6% |
| Participant deferral / active EE | $3,324 | $4,505-26.2% | $6,035-44.9% | $4,350-23.6% |
| Admin fee / account holder | $525 | $2,234-76.5% | $12,695-95.9% | $1,945-73.0% |