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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 28 · EIN 84-0467907 | Investment Management | $7,526 |
PASI, LLC4 years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,095 | $26,549+190.4% | $61,501+25.4% | $66,949+15.2% |
| Participation rate | 21.3% | 38.1%-16.8pp | 52.6%-31.3pp | 69.8%-48.6pp |
| Annual return | -18.00% | -16.21%-1.8pp | 339.04%-357.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $805 | $651+23.7% | $1,160-30.5% | $2,545-68.4% |
| Participant deferral / active EE | $1,236 | $1,338-7.6% | $2,125-41.8% | $4,239-70.8% |
| Admin fee / account holder | $107 | $409-73.8% | $2,132-95.0% | $594-82.0% |