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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,857 |
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) | $36,603 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,475 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,585 | $89,465+67.2% | $165,071-9.4% | $77,736+92.4% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.0pp |
| Annual return | 13.66% | 28.86%-15.2pp | 70.17%-56.5pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,346 | $2,565+30.5% | $4,347-23.0% | $2,728+22.7% |
| Participant deferral / active EE | $6,932 | $4,904+41.3% | $6,035+14.9% | $4,651+49.1% |
| Admin fee / account holder | $329 | $340-3.2% | $12,695-97.4% | $433-24.1% |