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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; Shareholder ser... | $75 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,688 | $122,128-10.2% | $147,117-25.4% | $200,096-45.2% |
| Participation rate | 94.0% | 78.2%+15.8pp | 82.2%+11.8pp | 72.0%+22.0pp |
| Annual return | 56.42% | 30.58%+25.8pp | 420.54%-364.1pp | 34.26%+22.2pp |
| Employer contribution / active EE | $5,481 | $4,093+33.9% | $4,932+11.1% | $3,038+80.4% |
| Participant deferral / active EE | $14,959 | $8,484+76.3% | $8,065+85.5% | $5,090+193.9% |
| Admin fee / account holder | $244 | $180+35.7% | $12,993-98.1% | $269-9.5% |