Filed February 21, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $28,430 |
QRPS, INC.9 years Service code 13 2724 DISCOVERY DR · RALEIGH, NC 27616 | Contract Administrator | $12,239 |
CAP FINANCIAL PARTNERS, LLC5 years Filed as: CAP FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $9,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,268 | $50,902+20.4% | $155,534-60.6% | $77,736-21.2% |
| Participation rate | 40.3% | 63.1%-22.8pp | 78.2%-37.9pp | 70.6%-30.3pp |
| Annual return | 12.84% | 34.85%-22.0pp | 64.92%-52.1pp | 31.26%-18.4pp |
| Employer contribution / active EE | $504 | $1,991-74.7% | $4,675-89.2% | $2,728-81.5% |
| Participant deferral / active EE | $1,986 | $2,824-29.7% | $5,630-64.7% | $4,651-57.3% |
| Admin fee / account holder | $252 | $437-42.3% | $15,900-98.4% | $433-41.8% |