Filed September 25, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Filed as: MAYFLOWER FINANCIAL ADVISORS LLC Service code 27 265 FRANKLIN ST STE 401 · BOSTON, MA 02110 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $46,909 |
CARON & BLETZER, PLLC1 year Filed as: CARON & BLETZER PLLC Service code 99 1 LIBRARY LANE · KINGSTON, NH 03848 | Other Fees | $13,800 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $287 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,767 | $66,486+77.1% | $81,370+44.7% | $77,762+51.4% |
| Participation rate | 59.4% | 68.7%-9.3pp | 69.5%-10.2pp | 70.6%-11.2pp |
| Annual return | 10.24% | 15.95%-5.7pp | 24.85%-14.6pp | 31.27%-21.0pp |
| Employer contribution / active EE | $1,795 | $2,158-16.8% | $2,464-27.1% | $2,728-34.2% |
| Participant deferral / active EE | $4,297 | $3,677+16.9% | $3,885+10.6% | $4,651-7.6% |
| Admin fee / account holder | $180 | $586-69.3% | $5,749-96.9% | $433-58.5% |