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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 | $33,655 |
CAPSOUTH PARTNERS6 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $23,611 |
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 | $56,266 | $92,186-39.0% | $105,624-46.7% | $77,762-27.6% |
| Participation rate | 96.3% | 81.0%+15.2pp | 75.3%+21.0pp | 70.6%+25.7pp |
| Annual return | 16.28% | 17.83%-1.6pp | 116.20%-99.9pp | 31.27%-15.0pp |
| Employer contribution / active EE | $1,874 | $3,376-44.5% | $3,168-40.8% | $2,728-31.3% |
| Participant deferral / active EE | $4,429 | $5,395-17.9% | $5,013-11.6% | $4,651-4.8% |
| Admin fee / account holder | $177 | $219-19.3% | $10,961-98.4% | $433-59.2% |