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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $2,478 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 DBA CAPTRUST FINANCIAL A · RALEIGH, NC 27609 | Advisory (Plan) | $1,393 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,360 | $82,664-71.7% | $125,339-81.4% | $68,494-65.9% |
| Participation rate | 96.3% | 75.0%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -42.79% | -5.97%-36.8pp | 572.05%-614.8pp | -7.84%-34.9pp |
| Employer contribution / active EE | $2,590 | $3,381-23.4% | $4,814-46.2% | $2,596-0.2% |
| Participant deferral / active EE | $13,031 | $6,110+113.3% | $7,446+75.0% | $4,027+223.6% |
| Admin fee / account holder | $24 | $6,275-99.6% | $10,010-99.8% | $5,403-99.5% |