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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO. OF AMERICA Service code 15 8515 E. ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $48,020 |
PASI, LLC2 years Service code 13 10 TALCOTT NOTCH RD STE 200 · FARMINGTON, CT 06032 | Contract Administrator | $9,825 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,938 | $102,385-16.1% | $147,080-41.6% | $80,935+6.2% |
| Participation rate | 72.7% | 75.9%-3.1pp | 82.2%-9.5pp | 67.7%+5.1pp |
| Annual return | 9.61% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $572 | $3,717-84.6% | $4,933-88.4% | $2,757-79.2% |
| Participant deferral / active EE | $4,216 | $6,651-36.6% | $8,066-47.7% | $4,299-1.9% |
| Admin fee / account holder | $622 | $7,951-92.2% | $12,989-95.2% | $6,924-91.0% |