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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $38,786 |
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $14,539 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $10,391 |
CBIZ RETIREMENT PLAN SERVICES10+ years Filed as: CBIZ BENEFITS & INS SERVICES Service code 13 PO BOX 632886 · CINCINNATI, OH 45263 | Contract Administrator | $7,860 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,124 | $80,705-15.6% | $115,768-41.2% | $67,986+0.2% |
| Participation rate | 84.3% | 63.0%+21.3pp | 74.4%+9.9pp | 57.2%+27.1pp |
| Annual return | 18.45% | 18.49%0pp | 100.46%-82.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $1,815 | $2,046-11.3% | $2,940-38.2% | $2,019-10.1% |
| Participant deferral / active EE | $3,895 | $3,559+9.4% | $4,917-20.8% | $3,358+16.0% |
| Admin fee / account holder | $547 | $4,135-86.8% | $12,439-95.6% | $3,203-82.9% |