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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC1 year Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06302 | Contract Administrator | $6,129 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,777 | $50,902-27.8% | $155,534-76.4% | $77,736-52.7% |
| Participation rate | 50.5% | 63.1%-12.6pp | 78.2%-27.7pp | 70.6%-20.1pp |
| Annual return | 12.88% | 34.85%-22.0pp | 64.92%-52.0pp | 31.26%-18.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,702 | $2,824-4.3% | $5,630-52.0% | $4,651-41.9% |
| Admin fee / account holder | $28 | $437-93.6% | $15,900-99.8% | $433-93.5% |