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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) | $15,405 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,159 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $739 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,144 | $76,112-18.4% | $96,544-35.6% | $71,529-13.1% |
| Participation rate | 83.5% | 74.4%+9.0pp | 76.0%+7.5pp | 67.9%+15.5pp |
| Annual return | 19.95% | 22.80%-2.9pp | 25.88%-5.9pp | 28.97%-9.0pp |
| Employer contribution / active EE | $1,828 | $2,248-18.7% | $2,966-38.4% | $2,590-29.4% |
| Participant deferral / active EE | $3,617 | $4,217-14.2% | $4,851-25.4% | $4,291-15.7% |
| Admin fee / account holder | $260 | $2,708-90.4% | $8,254-96.8% | $1,588-83.6% |