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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE PATRIOT FINANCIAL GROUP INSURAN Service code 27 55 WEST ST STE 201 · WALPOLE, MA 02081 | Advisory (Plan) | $19,298 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,813 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,439 |
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 | $56,278 | $79,223-29.0% | $102,460-45.1% | $74,478-24.4% |
| Participation rate | 76.5% | 74.8%+1.8pp | 76.5%0pp | 67.2%+9.3pp |
| Annual return | 17.66% | 54.98%-37.3pp | 29.47%-11.8pp | 1370.56%-1352.9pp |
| Employer contribution / active EE | $1,898 | $2,363-19.7% | $3,025-37.3% | $2,626-27.7% |
| Participant deferral / active EE | $3,521 | $4,417-20.3% | $5,056-30.4% | $4,350-19.1% |
| Admin fee / account holder | $181 | $2,003-91.0% | $9,460-98.1% | $1,946-90.7% |