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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 | $102,382+199.2% | $147,005+108.4% | $80,874+278.8% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 9.91% | 134.89%-125.0pp | 418.76%-408.9pp | 35.62%-25.7pp |
| Employer contribution / active EE | $12,440 | $3,715+234.9% | $4,934+152.1% | $2,756+351.5% |
| Participant deferral / active EE | $10,558 | $6,646+58.8% | $8,070+30.8% | $4,297+145.7% |
| Admin fee / account holder | $705 | $7,942-91.1% | $13,006-94.6% | $6,935-89.8% |