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| Provider | Service type | Compensation |
|---|---|---|
PATRIOT BENEFIT SOLUTIONS INSURANCE10+ years Service code 16 17 COBBLESTONE CIRCLE · NORTH ANDOVER, MA 01845 | Consulting | $61,850 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,993 |
CARON & BLETZER, PLLC1 year Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $12,500 |
Service code 27 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Advisory (Plan) | $12,371 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $68,477 | $87,106-21.4% | $105,607-35.2% | $80,935-15.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.15% | 17.01%-2.9pp | 116.11%-102.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $19,731 | $3,986+395.0% | $5,011+293.7% | $4,299+358.9% |
| Admin fee / account holder | $317 | $8,447-96.2% | $10,958-97.1% | $6,924-95.4% |