Filed November 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC9+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $5,165 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,438 | $55,446-59.5% | $155,574-85.6% | $74,429-69.9% |
| Participation rate | 77.0% | 61.9%+15.1pp | 78.2%-1.2pp | 67.2%+9.8pp |
| Annual return | 11.05% | 269.20%-258.2pp | 64.87%-53.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,977 | $2,266-12.8% | $4,676-57.7% | $2,625-24.7% |
| Participant deferral / active EE | $1,649 | $2,836-41.9% | $5,629-70.7% | $4,348-62.1% |
| Admin fee / account holder | $23 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |