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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $136,549 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $66,288 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Direct payment from the plan; Investm... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,903 | $78,976+168.3% | $100,383+111.1% | $74,546+184.3% |
| Participation rate | 82.4% | 79.5%+2.9pp | 81.5%+0.9pp | 67.2%+15.2pp |
| Annual return | 12.61% | 20.62%-8.0pp | 49.26%-36.7pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $8,528 | $3,019+182.5% | $3,944+116.2% | $2,624+225.0% |
| Participant deferral / active EE | $9,109 | $7,758+17.4% | $8,086+12.7% | $4,347+109.5% |
| Admin fee / account holder | $735 | $1,330-44.7% | $7,900-90.7% | $1,944-62.2% |