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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,448 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,662 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,153 | $82,979-52.8% | $102,412-61.8% | $77,736-49.6% |
| Participation rate | 73.2% | 71.5%+1.7pp | 74.5%-1.3pp | 70.6%+2.6pp |
| Annual return | 43.61% | 19.11%+24.5pp | 24.94%+18.7pp | 31.26%+12.3pp |
| Employer contribution / active EE | $2,170 | $3,554-38.9% | $3,870-43.9% | $2,728-20.5% |
| Participant deferral / active EE | $1,498 | $4,109-63.5% | $5,060-70.4% | $4,651-67.8% |
| Admin fee / account holder | $150 | $639-76.5% | $8,388-98.2% | $433-65.4% |