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 | $99,888 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $89,554 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,891 | $76,774-38.9% | $112,228-58.2% | $77,904-39.8% |
| Participation rate | 46.3% | 80.2%-33.9pp | 75.1%-28.8pp | 73.7%-27.4pp |
| Annual return | -14.96% | -10.25%-4.7pp | 27.45%-42.4pp | 12.21%-27.2pp |
| Employer contribution / active EE | $1,017 | $3,977-74.4% | $3,635-72.0% | $2,848-64.3% |
| Participant deferral / active EE | $3,009 | $3,778-20.4% | $4,728-36.4% | $4,806-37.4% |
| Admin fee / account holder | $246 | $239+2.8% | $6,410-96.2% | $133+85.3% |