Filed December 28, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $37,410 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,348 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,004 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,417 | $100,227-22.8% | $169,993-54.5% | $74,419+4.0% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.0%+9.2pp | 70.7%+25.4pp |
| Annual return | 18.92% | 66.08%-47.2pp | 53.37%-34.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $2,687 | $4,263-37.0% | $6,785-60.4% | $2,637+1.9% |
| Participant deferral / active EE | $7,591 | $7,143+6.3% | $10,408-27.1% | $4,528+67.6% |
| Admin fee / account holder | $191 | $234-18.4% | $12,815-98.5% | $348-45.0% |