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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,955 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD. STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $2,489 |
Filed as: CBIZ BENEFITS & INS Service code 13 28126 NETWORK PL · CHICAGO, IL 60673 | Contract Administrator | $1,349 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $17,183 | $65,437-73.7% | $86,698-80.2% | $66,949-74.3% |
| Participation rate | 44.4% | 75.5%-31.0pp | 76.6%-32.1pp | 69.8%-25.4pp |
| Annual return | -19.17% | -10.91%-8.3pp | 35.96%-55.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $319 | $2,154-85.2% | $2,837-88.8% | $2,545-87.5% |
| Participant deferral / active EE | $980 | $4,102-76.1% | $4,656-79.0% | $4,239-76.9% |
| Admin fee / account holder | $136 | $642-78.7% | $7,492-98.2% | $594-77.0% |