Filed February 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $218,458 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $86,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,629 | $33,018-4.2% | $77,100-59.0% | $78,104-59.5% |
| Participation rate | 14.0% | 38.5%-24.5pp | 67.9%-53.9pp | 74.5%-60.5pp |
| Annual return | -14.13% | -7.47%-6.7pp | 42.35%-56.5pp | 10.90%-25.0pp |
| Employer contribution / active EE | $367 | $987-62.8% | $2,815-87.0% | $3,128-88.3% |
| Participant deferral / active EE | $659 | $2,365-72.1% | $4,430-85.1% | $5,089-87.1% |
| Admin fee / account holder | $188 | $108+73.6% | $5,443-96.5% | $79+138.4% |