Filed August 22, 2008
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $170,530 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $93,624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,489 | $241,850-75.4% | $102,437-41.9% | $200,096-70.3% |
| Participation rate | 51.1% | 78.3%-27.2pp | 74.5%-23.4pp | 72.0%-20.9pp |
| Annual return | 14.55% | 17.67%-3.1pp | 24.95%-10.4pp | 34.26%-19.7pp |
| Employer contribution / active EE | $1,974 | $4,253-53.6% | $3,871-49.0% | $3,038-35.0% |
| Participant deferral / active EE | $3,925 | $3,961-0.9% | $5,060-22.4% | $5,090-22.9% |
| Admin fee / account holder | $286 | $288-0.7% | $8,388-96.6% | $269+6.3% |