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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $161,829 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $93,952 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Distribution (1... | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,688 | $122,219-10.3% | $147,096-25.4% | $199,921-45.1% |
| Participation rate | 94.0% | 78.3%+15.7pp | 82.2%+11.8pp | 72.0%+22.0pp |
| Annual return | 56.42% | 30.59%+25.8pp | 419.75%-363.3pp | 34.28%+22.1pp |
| Employer contribution / active EE | $5,481 | $4,096+33.8% | $4,936+11.0% | $3,035+80.6% |
| Participant deferral / active EE | $14,959 | $8,503+75.9% | $8,071+85.3% | $5,089+194.0% |
| Admin fee / account holder | $244 | $179+36.0% | $13,005-98.1% | $269-9.5% |