Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,446 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $33,765 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,839 | $91,695-81.6% | $67,575-75.1% | $77,736-78.3% |
| Participation rate | 72.9% | 76.0%-3.1pp | 72.9%0pp | 70.6%+2.3pp |
| Annual return | 13.81% | 14.88%-1.1pp | 3528.98%-3515.2pp | 31.26%-17.4pp |
| Employer contribution / active EE | $791 | $3,189-75.2% | $2,736-71.1% | $2,728-71.0% |
| Participant deferral / active EE | $2,166 | $3,912-44.6% | $4,003-45.9% | $4,651-53.4% |
| Admin fee / account holder | $145 | $245-40.7% | $3,993-96.4% | $433-66.5% |