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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 | $159,759 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $63,539 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,321 | $48,744-13.2% | $93,727-54.8% | $200,096-78.8% |
| Participation rate | 89.3% | 63.7%+25.7pp | 68.7%+20.6pp | 72.0%+17.3pp |
| Annual return | 15.13% | 15.36%-0.2pp | 133.83%-118.7pp | 34.26%-19.1pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,421-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,031 | $2,825+42.7% | $4,417-8.7% | $5,090-20.8% |
| Admin fee / account holder | $125 | $195-36.2% | $8,292-98.5% | $269-53.7% |