Filed October 29, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 55 WEST ST · WALPOLE, MA 02081 | Advisory (Plan) | $36,633 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,872 |
PASI, LLC7 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $13,657 |
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 | $77,436 | $92,076-15.9% | $105,607-26.7% | $77,736-0.4% |
| Participation rate | 98.6% | 81.0%+17.6pp | 75.3%+23.3pp | 70.6%+28.0pp |
| Annual return | 14.08% | 17.84%-3.8pp | 116.11%-102.0pp | 31.26%-17.2pp |
| Employer contribution / active EE | $3,512 | $3,370+4.2% | $3,167+10.9% | $2,728+28.7% |
| Participant deferral / active EE | $8,116 | $5,390+50.6% | $5,011+62.0% | $4,651+74.5% |
| Admin fee / account holder | $241 | $219+10.2% | $10,958-97.8% | $433-44.3% |