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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) | $20,072 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,664 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,999 |
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 | $58,974 | $85,515-31.0% | $112,040-47.4% | $67,986-13.3% |
| Participation rate | 83.3% | 68.2%+15.1pp | 76.5%+6.8pp | 57.2%+26.1pp |
| Annual return | 22.94% | 29.68%-6.7pp | 24.52%-1.6pp | 31.67%-8.7pp |
| Employer contribution / active EE | $2,111 | $2,191-3.6% | $2,954-28.5% | $2,019+4.6% |
| Participant deferral / active EE | $4,038 | $4,014+0.6% | $5,098-20.8% | $3,358+20.3% |
| Admin fee / account holder | $185 | $3,774-95.1% | $12,098-98.5% | $3,203-94.2% |