Filed November 20, 2023 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $83,436+14.7% | $122,979-22.2% | $83,436+14.7% |
| Participation rate | 90.7% | 73.2%+17.5pp | 77.2%+13.5pp | 73.2%+17.5pp |
| Annual return | 10.89% | 19.34%-8.5pp | 20.12%-9.2pp | 19.34%-8.5pp |
| Employer contribution / active EE | $3,718 | $4,072-8.7% | $3,062+21.4% | $4,072-8.7% |
| Participant deferral / active EE | $5,807 | $3,411+70.3% | $5,003+16.1% | $3,411+70.3% |
| Admin fee / account holder | $136 | $265-48.8% | $12,864-98.9% | $265-48.8% |