Filed August 6, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $195,072 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $70,000 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,948 | $49,693+205.8% | $70,544+115.4% | $74,460+104.1% |
| Participation rate | 92.1% | 64.7%+27.5pp | 68.4%+23.8pp | 70.7%+21.4pp |
| Annual return | 13.49% | 21.22%-7.7pp | 32.79%-19.3pp | 34.38%-20.9pp |
| Employer contribution / active EE | $3,304 | $1,773+86.3% | $2,976+11.0% | $2,638+25.2% |
| Participant deferral / active EE | $10,154 | $3,376+200.8% | $4,568+122.3% | $4,530+124.2% |
| Admin fee / account holder | $313 | $316-1.0% | $6,427-95.1% | $348-10.1% |