Filed November 4, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $65,739 |
WARREN AVERETT, LLC1 year Service code 10 2500 ACTON RD · BIRMINGHAM, AL 35243 | Accounting | $25,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $5,125 |
Employer contribution per participant 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 | $51,708 | $101,672-49.1% | $147,117-64.9% | $74,478-30.6% |
| Participation rate | 82.6% | 75.5%+7.0pp | 82.2%+0.4pp | 67.2%+15.3pp |
| Annual return | 33.30% | 8757.83%-8724.5pp | 420.54%-387.2pp | 1370.56%-1337.3pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $10,063 | $7,305+37.8% | $8,065+24.8% | $4,350+131.3% |
| Admin fee / account holder | $226 | $1,753-87.1% | $12,993-98.3% | $1,946-88.4% |