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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $31,161 |
AMERICAN FUNDS10+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $5,513 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,409 | $2,687,218-98.5% | $165,071-75.5% | $199,960-79.8% |
| Participation rate | 64.2% | 78.3%-14.1pp | 78.6%-14.5pp | 72.0%-7.8pp |
| Annual return | 41.98% | 17.94%+24.0pp | 70.17%-28.2pp | 34.28%+7.7pp |
| Employer contribution / active EE | $473 | $2,958-84.0% | $4,347-89.1% | $3,036-84.4% |
| Participant deferral / active EE | $3,447 | $5,002-31.1% | $6,035-42.9% | $5,087-32.2% |
| Admin fee / account holder | $44 | $1,988-97.8% | $12,695-99.7% | $269-83.5% |