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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $54,187 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,149 | $106,110+7.6% | $147,005-22.4% | $77,671+47.0% |
| Participation rate | 54.8% | 78.4%-23.5pp | 82.2%-27.3pp | 70.6%-15.7pp |
| Annual return | 17.45% | 56.77%-39.3pp | 418.76%-401.3pp | 31.21%-13.8pp |
| Employer contribution / active EE | $2,596 | $4,065-36.1% | $4,934-47.4% | $2,726-4.8% |
| Participant deferral / active EE | $4,738 | $7,992-40.7% | $8,070-41.3% | $4,648+1.9% |
| Admin fee / account holder | $155 | $338-54.1% | $13,006-98.8% | $430-64.0% |