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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,555 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS COMP Service code 64 | Recordkeeping Fees | $7,788 |
PASI, LLC2 years Filed as: PASI Service code 13 10 TALCOTT NOTCH RD SUITE 200 · FARMINGTON, CT 06032 | Contract Administrator | $4,233 |
PASI, LLC2 years Filed as: PASI LLC Service code 13 | Contract Administrator | $2,249 |
Filed as: MASSACHUSETTS MUTUAL LIFE Service code 55 PO BOX 771115 · CINCINNATI, OH 45277 | Other Commissions | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,204 | $42,367-33.4% | $79,580-64.6% | $64,819-56.5% |
| Participation rate | 21.3% | 64.7%-43.4pp | 69.5%-48.2pp | 71.5%-50.2pp |
| Annual return | -17.75% | -12.23%-5.5pp | 0.15%-17.9pp | 32.84%-50.6pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $757 | $3,170-76.1% | $3,985-81.0% | $4,311-82.4% |
| Admin fee / account holder | $262 | $160+64.2% | $6,835-96.2% | $188+39.5% |