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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 | $193,429 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $107,154 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,494 | $95,417+8.5% | $135,974-23.9% | $74,460+39.0% |
| Participation rate | 94.2% | 78.2%+16.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 22.11% | 32.76%-10.7pp | 68.30%-46.2pp | 34.38%-12.3pp |
| Employer contribution / active EE | $5,963 | $3,878+53.8% | $4,859+22.7% | $2,638+126.0% |
| Participant deferral / active EE | $16,298 | $7,789+109.2% | $7,760+110.0% | $4,530+259.8% |
| Admin fee / account holder | $254 | $266-4.5% | $10,767-97.6% | $348-26.9% |