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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) | $21,839 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,876 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,337 | $76,107-28.6% | $96,576-43.7% | $71,495-24.0% |
| Participation rate | 84.9% | 74.4%+10.5pp | 76.0%+8.9pp | 67.9%+17.0pp |
| Annual return | 21.03% | 22.81%-1.8pp | 25.87%-4.8pp | 28.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $2,965-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,201 | $4,218-24.1% | $4,851-34.0% | $4,291-25.4% |
| Admin fee / account holder | $251 | $2,708-90.7% | $8,253-97.0% | $1,588-84.2% |