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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $655,214 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $201,043 |
RSM US LLP5 years Service code 10 5155 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Accounting | $32,302 |
MIAMI INDUSTRIAL TRUCKS1 year Filed as: MIAMI CHILDREN'S HEALTH Service code 99 SYSTEM INC DBA NICKLAUS CH · MIAMI, FL 33155 | Other Fees | $1,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,804 | $53,204+80.1% | $155,556-38.4% | $200,096-52.1% |
| Participation rate | 97.6% | 64.1%+33.5pp | 78.2%+19.4pp | 72.0%+25.6pp |
| Annual return | 11.60% | 41.02%-29.4pp | 64.84%-53.2pp | 34.26%-22.7pp |
| Employer contribution / active EE | $4,187 | $1,850+126.3% | $4,675-10.5% | $3,038+37.8% |
| Participant deferral / active EE | $6,239 | $3,163+97.2% | $5,631+10.8% | $5,090+22.6% |
| Admin fee / account holder | $108 | $186-41.8% | $15,885-99.3% | $269-59.9% |