Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $45,642 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $385 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,059 | $46,100+75.8% | $86,582-6.4% | $69,631+16.4% |
| Participation rate | 81.0% | 67.2%+13.9pp | 73.5%+7.5pp | 70.7%+10.3pp |
| Annual return | 15.28% | 21.02%-5.7pp | 965.08%-949.8pp | 27571.02%-27555.7pp |
| Employer contribution / active EE | $2,332 | $1,850+26.1% | $2,839-17.9% | $2,032+14.8% |
| Participant deferral / active EE | $3,126 | $2,432+28.5% | $3,609-13.4% | $3,224-3.0% |
| Admin fee / account holder | $202 | $94+115.1% | $4,904-95.9% | $110+82.8% |