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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC7 years Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $10,464 |
PASI, LLC1 year Filed as: PASI INVESTMENTS, LLC Service code 27 10 TALCOTT NOTCH RD. 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $10,286 |
PASI, LLC5 years Service code 13 | Contract Administrator | $2,169 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,705 |
Filed as: EMPOWER ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,363 | $50,458-55.7% | $160,009-86.0% | $64,819-65.5% |
| Participation rate | 10.1% | 68.0%-58.0pp | 78.0%-67.9pp | 71.5%-61.4pp |
| Annual return | -8.07% | -13.42%+5.4pp | 408.85%-416.9pp | 32.84%-40.9pp |
| Employer contribution / active EE | $125 | $1,722-92.7% | $4,225-97.0% | $2,507-95.0% |
| Participant deferral / active EE | $528 | $4,004-86.8% | $6,183-91.5% | $4,311-87.7% |
| Admin fee / account holder | $218 | $706-69.1% | $8,715-97.5% | $188+16.1% |