Filed February 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,616 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $69,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,975 | $89,123-23.7% | $102,460-33.7% | $77,762-12.6% |
| Participation rate | 67.3% | 80.9%-13.6pp | 76.5%-9.2pp | 70.6%-3.3pp |
| Annual return | 10.50% | 25.05%-14.5pp | 29.47%-19.0pp | 31.27%-20.8pp |
| Employer contribution / active EE | $662 | $2,700-75.5% | $3,025-78.1% | $2,728-75.8% |
| Participant deferral / active EE | $1,917 | $5,148-62.8% | $5,056-62.1% | $4,651-58.8% |
| Admin fee / account holder | $219 | $236-7.2% | $9,460-97.7% | $433-49.4% |