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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $87,210 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8516 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $31,796 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,979 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,825 |
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.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,470 | $112,582-57.8% | $105,607-55.1% | $199,960-76.3% |
| Participation rate | 50.5% | 86.3%-35.7pp | 75.3%-24.8pp | 72.0%-21.5pp |
| Annual return | 16.40% | 15.58%+0.8pp | 116.11%-99.7pp | 34.28%-17.9pp |
| Employer contribution / active EE | $1,238 | $4,580-73.0% | $3,167-60.9% | $3,036-59.2% |
| Participant deferral / active EE | $2,213 | $6,655-66.7% | $5,011-55.8% | $5,087-56.5% |
| Admin fee / account holder | $68 | $107-36.7% | $10,958-99.4% | $269-74.8% |