Filed November 20, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $158,912 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $94,875 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $34,320 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY US LLP Service code 99 2599 WILMINGTON RD · NEW CASTLE, PA 16105 | Other Fees | $3,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,705 | $129,270-26.0% | $120,344-20.5% | $89,670+6.7% |
| Participation rate | 90.7% | 90.9%-0.2pp | 76.7%+13.9pp | 71.2%+19.5pp |
| Annual return | 10.89% | 12.39%-1.5pp | 20.30%-9.4pp | 19.66%-8.8pp |
| Employer contribution / active EE | $3,718 | $4,468-16.8% | $3,020+23.1% | $4,041-8.0% |
| Participant deferral / active EE | $5,807 | $7,255-20.0% | $5,135+13.1% | $3,962+46.6% |
| Admin fee / account holder | $136 | $124+9.3% | $12,742-98.9% | $352-61.4% |