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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $38,159 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $27,874 |
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).
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 | $351,278 | $91,439+284.2% | $135,974+158.3% | $71,511+391.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 81.9%+5.6pp | 67.9%+19.6pp |
| Annual return | 18.44% | 29.90%-11.5pp | 68.30%-49.9pp | 28.86%-10.4pp |
| Employer contribution / active EE | $13,213 | $3,705+256.7% | $4,859+171.9% | $2,589+410.3% |
| Participant deferral / active EE | $16,760 | $7,093+136.3% | $7,760+116.0% | $4,291+290.6% |
| Admin fee / account holder | $402 | $1,267-68.3% | $10,767-96.3% | $1,588-74.7% |