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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $668,077 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 50 · EIN 34-1820650 | Direct Payment | $87,069 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $5,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,390 | $68,330-65.8% | $149,740-84.4% | $96,393-75.7% |
| Participation rate | 34.9% | 74.6%-39.7pp | 78.8%-43.9pp | 71.3%-36.4pp |
| Annual return | 21.24% | 29.64%-8.4pp | 134.51%-113.3pp | 22.88%-1.6pp |
| Employer contribution / active EE | $782 | $2,139-63.4% | $4,821-83.8% | $3,239-75.9% |
| Participant deferral / active EE | $1,409 | $4,422-68.1% | $5,683-75.2% | $5,455-74.2% |
| Admin fee / account holder | $71 | $52+36.5% | $13,222-99.5% | $74-4.0% |