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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $75,548 |
CAPITAL SYNERGY PARTNERS1 year Service code 55 | Other Commissions | $7,404 |
CAPITAL SYNERGY PARTNERS2 years Filed as: CAPITAL SYNERGY PARTNERS INC Service code 53 · EIN 33-0837865 | Insurance Commissions | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,928 | $82,188-21.0% | $125,391-48.2% | $64,824+0.2% |
| Participation rate | 76.2% | 77.9%-1.7pp | 82.4%-6.2pp | 71.5%+4.7pp |
| Annual return | -15.49% | 3.50%-19.0pp | 572.41%-587.9pp | 32.84%-48.3pp |
| Employer contribution / active EE | $0 | $3,617-100.0% | $4,816-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $6,164 | $7,177-14.1% | $7,448-17.2% | $4,311+43.0% |
| Admin fee / account holder | $235 | $163+44.1% | $10,009-97.7% | $188+25.2% |