Filed July 1, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC3 years Filed as: PASI INVESTMENTS, LLC Service code 27 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $28,978 |
PASI, LLC3 years Service code 13 10 TALCOTT NOTCH RD 2FL · FARMINGTON, CT 06032 | Contract Administrator | $13,472 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $7,425 |
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 | $52,729 | $58,888-10.5% | $178,498-70.5% | $73,493-28.3% |
| Participation rate | 73.0% | 66.2%+6.8pp | 81.9%-8.9pp | 70.7%+2.3pp |
| Annual return | 12.34% | 24.86%-12.5pp | 151.09%-138.8pp | 28.51%-16.2pp |
| Employer contribution / active EE | $3,518 | $2,236+57.3% | $5,011-29.8% | $2,270+55.0% |
| Participant deferral / active EE | $2,619 | $2,568+2.0% | $5,202-49.7% | $3,740-30.0% |
| Admin fee / account holder | $206 | $400-48.5% | $13,985-98.5% | $513-59.8% |