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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $61,538 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $41,231 |
SWEENEY CONRAD, P.S.1+ years Filed as: SWEENEY CONRAD P S Service code 10 2606 116TH AVE STE 200 · BELLEVUE, WA 98004 | Accounting | $15,450 |
TRUTINA FINANCIAL1+ years Filed as: TRUTINA FINANCIAL LLC Service code 99 10811 MAIN ST · BELLEVUE, WA 98004 | Other Fees | $12,501 |
PENTEGRA SERVICES, INC.1+ years Filed as: PENTEGRA SERVICES INC Service code 13 701 WESTCHESTER AVENUE STE 320E · WHITE PLAINS, NY 10604 | Contract Administrator | $11,422 |
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 | $63,157 | $54,245+16.4% | $93,727-32.6% | $77,762-18.8% |
| Participation rate | 92.7% | 63.9%+28.8pp | 68.7%+24.0pp | 70.6%+22.1pp |
| Annual return | 13.12% | 30.58%-17.5pp | 133.83%-120.7pp | 31.27%-18.1pp |
| Employer contribution / active EE | $991 | $1,168-15.1% | $2,421-59.1% | $2,728-63.7% |
| Participant deferral / active EE | $4,693 | $3,144+49.3% | $4,417+6.3% | $4,651+0.9% |
| Admin fee / account holder | $304 | $575-47.2% | $8,292-96.3% | $433-29.9% |