Plan Ledger DOL Form 5500 · updated monthly

Patriot Group Global, Inc.401(k)

PATRIOT GROUP GLOBAL RETIREMENT PLAN · CONWAY, NH · plan year 2022

Reported admin expense ratio · 2022
0.51%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Patriot Group Global, Inc. reported $26,500 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. Employer contributions averaged $1,237 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Hampshire (325th of 411), and 9,637th of 11,654 in professional & technical services. In 2022, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,419,853
Participants with balances208
Active participants644
Employer contributions$796,488
Employee contributions$1,478,428
Employer contribution per active participant$1,237
Average account balance$26,057
Benefits paid to participants$1,281,317
Plan auditUnmodified (clean) audit opinion
AuditorWALSH & DICKINSON
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.4M · 208 accts · $796K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,662
Investment management$3,453
Professional / advisory$8,385
Total administrative$26,500
The Patriot Group Global, Inc. 401(k) match · 2022
Employer contribution per active participant$1,237
Median for plans this size$1,114

Patriot Group Global, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$26,500 · 0.51%
Similar plansProfessional & Technical Services · New Hampshire
Melanson, P.C. NH$10.6M · 0.07%
Ryzac Inc. NH$9.8M · 0.43%
Gyk Antler, LLC NH$7.9M · 0.01%
Athenium, LLC NH$5.3M · 0.07%
Spectrum Monthly NH$5.2M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202727341 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.