Filed November 27, 2015 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $397,827 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 16 4208 SIXFORKS RD · RALEIGH, NC 27609 | Consulting | $60,000 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 16 505 HIGHWAY 169 NORTH · PLYMOUTH, MN 55441 | Consulting | $25,467 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 26 · EIN 84-0965407 | Advisory (Participants) | $255 |
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 | $77,278 | $50,169+54.0% | $149,740-48.4% | $80,187-3.6% |
| Participation rate | 94.2% | 64.3%+29.9pp | 78.8%+15.4pp | 72.9%+21.2pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.51%-116.5pp | 40.40%-22.4pp |
| Employer contribution / active EE | $2,541 | $1,869+35.9% | $4,821-47.3% | $2,980-14.7% |
| Participant deferral / active EE | $4,852 | $3,194+51.9% | $5,683-14.6% | $5,016-3.3% |
| Admin fee / account holder | $110 | $153-27.9% | $13,222-99.2% | $145-24.1% |