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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC3 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $13,656 |
CARON & BLETZER, PLLC2 years Filed as: CARON & BLETZER Service code 10 1 LIBRARY LANE · KINGSTON, NH 03848 | Accounting | $9,400 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,995 | $73,863+101.7% | $143,797+3.6% | $68,490+117.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.90% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.0pp |
| Employer contribution / active EE | $7,575 | $3,185+137.8% | $4,952+53.0% | $2,597+191.7% |
| Participant deferral / active EE | $6,571 | $3,385+94.1% | $5,638+16.5% | $4,028+63.1% |
| Admin fee / account holder | $188 | $5,756-96.7% | $14,679-98.7% | $5,403-96.5% |