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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,281 |
CAPSOUTH PARTNERS4 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $22,716 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,498 | $81,948-43.3% | $90,756-48.8% | $64,814-28.3% |
| Participation rate | 93.5% | 80.5%+13.0pp | 75.7%+17.8pp | 71.5%+22.0pp |
| Annual return | -17.97% | -12.53%-5.4pp | -12.16%-5.8pp | 32.84%-50.8pp |
| Employer contribution / active EE | $1,734 | $3,067-43.5% | $2,922-40.6% | $2,507-30.8% |
| Participant deferral / active EE | $4,179 | $4,844-13.7% | $4,565-8.5% | $4,310-3.1% |
| Admin fee / account holder | $177 | $157+12.9% | $8,445-97.9% | $188-5.5% |