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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $45,573 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,999 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,954 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,550 | $89,123-41.0% | $102,460-48.7% | $77,762-32.4% |
| Participation rate | 93.1% | 80.9%+12.1pp | 76.5%+16.6pp | 70.6%+22.5pp |
| Annual return | 14.23% | 25.05%-10.8pp | 29.47%-15.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $288 | $2,700-89.3% | $3,025-90.5% | $2,728-89.4% |
| Participant deferral / active EE | $3,338 | $5,148-35.2% | $5,056-34.0% | $4,651-28.2% |
| Admin fee / account holder | $173 | $236-26.6% | $9,460-98.2% | $433-60.0% |