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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC8+ years Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $12,737 |
PASI, LLC6 years Service code 13 | Contract Administrator | $2,375 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,445 |
PASI, LLC2 years Filed as: PASI INVESTMENTS, LLC Service code 27 10 TALCOTT NOTCH RD. 2FL · FARMINGTON, CT 06032 | Advisory (Plan) | $1,170 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,416 | $56,638-49.8% | $169,368-83.2% | $74,419-61.8% |
| Participation rate | 11.1% | 67.5%-56.4pp | 77.1%-66.0pp | 70.7%-59.6pp |
| Annual return | 11.79% | 24.75%-13.0pp | 405.60%-393.8pp | 34.38%-22.6pp |
| Employer contribution / active EE | $124 | $2,027-93.9% | $4,013-96.9% | $2,637-95.3% |
| Participant deferral / active EE | $543 | $4,223-87.1% | $6,221-91.3% | $4,528-88.0% |
| Admin fee / account holder | $171 | $307-44.4% | $9,003-98.1% | $348-51.0% |