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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 | Investment management; Recordkeeping ... | $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 | $79,089+167.9% | $100,392+111.1% | $74,459+184.6% |
| Participation rate | 82.4% | 79.4%+3.0pp | 81.5%+0.9pp | 67.2%+15.2pp |
| Annual return | 12.61% | 20.61%-8.0pp | 49.45%-36.8pp | 1369.70%-1357.1pp |
| Employer contribution / active EE | $8,528 | $3,015+182.8% | $3,941+116.4% | $2,626+224.8% |
| Participant deferral / active EE | $9,109 | $7,747+17.6% | $8,090+12.6% | $4,350+109.4% |
| Admin fee / account holder | $735 | $1,336-45.0% | $7,904-90.7% | $1,945-62.2% |