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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 | $106,230+7.5% | $147,080-22.4% | $77,736+46.8% |
| Participation rate | 54.8% | 78.4%-23.5pp | 82.2%-27.3pp | 70.6%-15.7pp |
| Annual return | 17.45% | 56.91%-39.5pp | 420.17%-402.7pp | 31.26%-13.8pp |
| Employer contribution / active EE | $2,596 | $4,072-36.2% | $4,933-47.4% | $2,728-4.8% |
| Participant deferral / active EE | $4,738 | $8,001-40.8% | $8,066-41.3% | $4,651+1.9% |
| Admin fee / account holder | $155 | $338-54.2% | $12,989-98.8% | $433-64.2% |