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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $30,412 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,474 |
Service code 99 1001 MCKINNEY ST STE 1200 · HOUSTON, TX 77002 | Other Fees | $0 |
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 | $306,333 | $102,422+199.1% | $147,117+108.2% | $80,959+278.4% |
| Participation rate | 90.5% | 75.9%+14.6pp | 82.2%+8.3pp | 67.7%+22.8pp |
| Annual return | 9.91% | 135.16%-125.2pp | 420.54%-410.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $12,440 | $3,717+234.7% | $4,932+152.2% | $2,757+351.2% |
| Participant deferral / active EE | $10,558 | $6,652+58.7% | $8,065+30.9% | $4,300+145.5% |
| Admin fee / account holder | $705 | $7,953-91.1% | $12,993-94.6% | $6,925-89.8% |