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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 | $75,793 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $56,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,360 |
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 | $126,356 | $106,230+18.9% | $147,080-14.1% | $77,736+62.5% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 17.20% | 56.91%-39.7pp | 420.17%-403.0pp | 31.26%-14.1pp |
| Employer contribution / active EE | $5,174 | $4,072+27.0% | $4,933+4.9% | $2,728+89.7% |
| Participant deferral / active EE | $15,410 | $8,001+92.6% | $8,066+91.0% | $4,651+231.4% |
| Admin fee / account holder | $177 | $338-47.6% | $12,989-98.6% | $433-59.1% |