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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $204,829 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $78,221 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,917 | $115,744+33.8% | $100,415+54.3% | $200,096-22.6% |
| Participation rate | 97.9% | 85.7%+12.2pp | 81.5%+16.4pp | 72.0%+25.9pp |
| Annual return | 12.86% | 17.79%-4.9pp | 49.47%-36.6pp | 34.26%-21.4pp |
| Employer contribution / active EE | $4,548 | $3,657+24.4% | $3,943+15.4% | $3,038+49.7% |
| Participant deferral / active EE | $12,269 | $9,844+24.6% | $8,091+51.6% | $5,090+141.0% |
| Admin fee / account holder | $90 | $93-2.6% | $7,906-98.9% | $269-66.4% |