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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 | $184,933 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $64,997 |
QDRO CONSULTANTS COMPANY, LLC10+ years Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $45,058 | $57,921-22.2% | $98,716-54.4% | $103,975-56.7% |
| Participation rate | 89.3% | 68.8%+20.5pp | 69.3%+20.0pp | 72.5%+16.7pp |
| Annual return | 15.70% | 13.15%+2.6pp | 31.81%-16.1pp | 19.41%-3.7pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $2,279-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $4,433 | $2,573+72.3% | $4,048+9.5% | $5,343-17.0% |
| Admin fee / account holder | $133 | $324-59.1% | $8,703-98.5% | $332-60.1% |