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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT BENEFIT SOLUTIONS INSURANCE11+ years Service code 16 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Consulting | $60,264 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,285 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,035 |
CARON & BLETZER, PLLC2 years Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $13,250 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $12,054 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,078 | $94,436-11.0% | $115,599-27.3% | $82,637+1.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 13.54% | 18.37%-4.8pp | 111.10%-97.6pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $23,772 | $3,955+501.1% | $4,889+386.2% | $4,126+476.1% |
| Admin fee / account holder | $515 | $10,328-95.0% | $12,841-96.0% | $7,339-93.0% |