Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $238,702 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $167,394 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $331,964 | $101,591+226.8% | $147,096+125.7% | $74,429+346.0% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 11.96% | 8746.45%-8734.5pp | 419.75%-407.8pp | 1368.38%-1356.4pp |
| Employer contribution / active EE | $16,082 | $3,813+321.8% | $4,936+225.8% | $2,625+512.7% |
| Participant deferral / active EE | $13,330 | $7,302+82.5% | $8,071+65.2% | $4,348+206.6% |
| Admin fee / account holder | $854 | $1,750-51.2% | $13,005-93.4% | $1,944-56.1% |