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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 | $153,668 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $71,621 |
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 | $37,222 | $44,626-16.6% | $86,235-56.8% | $80,169-53.6% |
| Participation rate | 89.2% | 63.5%+25.7pp | 69.0%+20.3pp | 72.9%+16.3pp |
| Annual return | 20.12% | 19.61%+0.5pp | 1170.03%-1149.9pp | 40.39%-20.3pp |
| Employer contribution / active EE | $0 | $1,099-100.0% | $2,381-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,068 | $2,769+46.9% | $3,987+2.0% | $5,016-18.9% |
| Admin fee / account holder | $129 | $133-3.2% | $6,856-98.1% | $145-11.0% |