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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,781 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $3,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,128 | $79,184-3.9% | $102,438-25.7% | $74,546+2.1% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 11.15% | 54.95%-43.8pp | 29.37%-18.2pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $4,992 | $2,362+111.3% | $3,024+65.1% | $2,624+90.2% |
| Participant deferral / active EE | $7,148 | $4,414+61.9% | $5,054+41.5% | $4,347+64.4% |
| Admin fee / account holder | $79 | $2,001-96.0% | $9,448-99.2% | $1,944-95.9% |