Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Shareholder servicing fees; Distribut... | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,688 | $122,259-10.3% | $147,005-25.4% | $199,768-45.1% |
| Participation rate | 94.0% | 78.3%+15.7pp | 82.2%+11.8pp | 72.0%+22.0pp |
| Annual return | 56.42% | 30.58%+25.8pp | 418.76%-362.3pp | 34.26%+22.2pp |
| Employer contribution / active EE | $5,481 | $4,097+33.8% | $4,934+11.1% | $3,037+80.5% |
| Participant deferral / active EE | $14,959 | $8,504+75.9% | $8,070+85.4% | $5,090+193.9% |
| Admin fee / account holder | $244 | $179+36.2% | $13,006-98.1% | $269-9.4% |