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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,106 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,519 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Distribution (12b-1) fees; Securities... | $433 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,242 | $101,672+313.3% | $147,117+185.7% | $74,478+464.3% |
| Participation rate | 87.8% | 75.5%+12.3pp | 82.2%+5.6pp | 67.2%+20.6pp |
| Annual return | 15.22% | 8757.83%-8742.6pp | 420.54%-405.3pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $13,280 | $3,813+248.3% | $4,932+169.2% | $2,626+405.7% |
| Participant deferral / active EE | $17,001 | $7,305+132.7% | $8,065+110.8% | $4,350+290.8% |
| Admin fee / account holder | $493 | $1,753-71.9% | $12,993-96.2% | $1,946-74.7% |