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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $96,766 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,961 | $122,128-19.8% | $147,080-33.4% | $199,960-51.0% |
| Participation rate | 82.6% | 78.2%+4.4pp | 82.2%+0.4pp | 72.0%+10.6pp |
| Annual return | 14.19% | 30.58%-16.4pp | 420.17%-406.0pp | 34.28%-20.1pp |
| Employer contribution / active EE | $3,421 | $4,093-16.4% | $4,933-30.7% | $3,036+12.7% |
| Participant deferral / active EE | $6,178 | $8,484-27.2% | $8,066-23.4% | $5,087+21.4% |
| Admin fee / account holder | $90 | $180-50.0% | $12,989-99.3% | $269-66.7% |