Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $137,502 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPT Service code 26 4208 SIX FORKS · RALEIGH, NC 27609 | Advisory (Participants) | $27,743 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Recordkeepi... | $40 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $148,240 | $58,320+154.2% | $86,451+71.5% | $66,949+121.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -13.95% | -9.71%-4.2pp | 4398.51%-4412.5pp | 1.57%-15.5pp |
| Employer contribution / active EE | $7,612 | $2,615+191.0% | $3,770+101.9% | $2,545+199.0% |
| Participant deferral / active EE | $8,150 | $6,899+18.1% | $6,953+17.2% | $4,239+92.3% |
| Admin fee / account holder | $330 | $546-39.6% | $6,734-95.1% | $594-44.5% |