Filed July 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC7 years Filed as: PASI INVESTMENTS, LLC Service code 27 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $35,125 |
PASI, LLC7 years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $12,090 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,732 |
Annual investment return 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 | $54,804 | $55,437-1.1% | $155,534-64.8% | $74,459-26.4% |
| Participation rate | 73.6% | 61.9%+11.7pp | 78.2%-4.7pp | 67.2%+6.3pp |
| Annual return | 10.90% | 269.58%-258.7pp | 64.92%-54.0pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $4,281 | $2,266+88.9% | $4,675-8.4% | $2,626+63.1% |
| Participant deferral / active EE | $3,012 | $2,837+6.1% | $5,630-46.5% | $4,350-30.8% |
| Admin fee / account holder | $215 | $1,742-87.6% | $15,900-98.6% | $1,945-88.9% |