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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,614 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,685 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,710 |
FROEHLING ANDERSON1 year Filed as: FROEHLING ANDERSON LTD Service code 10 400 HWY 169 S, STE 400 · MINNEAPOLIS, MN 55426 | Accounting | $830 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,601 | $79,209-33.6% | $102,434-48.6% | $74,459-29.4% |
| Participation rate | 86.6% | 74.8%+11.8pp | 76.5%+10.1pp | 67.2%+19.4pp |
| Annual return | 14.00% | 54.98%-41.0pp | 29.46%-15.5pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $849 | $2,362-64.0% | $3,023-71.9% | $2,626-67.7% |
| Participant deferral / active EE | $4,519 | $4,417+2.3% | $5,055-10.6% | $4,350+3.9% |
| Admin fee / account holder | $272 | $2,002-86.4% | $9,462-97.1% | $1,945-86.0% |