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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $131,941 |
CAPFINANCIAL PARTNERS LLC9 years Service code 27 DBA CAPTRUST FINANCIAL · RALEIGH, NC 27609 | Advisory (Plan) | $39,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,083 | $58,644-14.6% | $178,540-71.9% | $199,960-75.0% |
| Participation rate | 62.9% | 65.5%-2.6pp | 77.1%-14.2pp | 72.0%-9.1pp |
| Annual return | 18.77% | 19.25%-0.5pp | 27.15%-8.4pp | 34.28%-15.5pp |
| Employer contribution / active EE | $2,433 | $1,801+35.0% | $3,953-38.5% | $3,036-19.9% |
| Participant deferral / active EE | $4,400 | $4,248+3.6% | $6,281-29.9% | $5,087-13.5% |
| Admin fee / account holder | $131 | $145-9.7% | $10,424-98.7% | $269-51.3% |