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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,221 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL Service code 27 4208 SIX FORKS RD. STE. 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $7,544 |
ATTEBERRY/SEARLE, INC.2 years Service code 13 · EIN 68-0082549 3620 AMERICAN RIVER DRIVE STE. 210 · SACRAMENTO, CA 95825 | Contract Administrator | $5,500 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,160 | $82,917-86.5% | $103,333-89.2% | $77,643-85.6% |
| Participation rate | 49.1% | 71.6%-22.5pp | 74.5%-25.4pp | 70.6%-21.5pp |
| Annual return | 13.31% | 19.13%-5.8pp | 24.88%-11.6pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,258 | $3,552-64.6% | $3,868-67.5% | $2,726-53.8% |
| Participant deferral / active EE | $613 | $4,108-85.1% | $5,057-87.9% | $4,647-86.8% |
| Admin fee / account holder | $65 | $638-89.8% | $8,355-99.2% | $430-84.9% |