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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,354 |
PASI, LLC3+ years Service code 13 | Contract Administrator | $5,255 |
PASI, LLC3+ years Filed as: PASI Service code 13 · EIN 26-1407927 | Contract Administrator | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,770 | $73,787-4.1% | $98,716-28.3% | $82,448-14.2% |
| Participation rate | 89.2% | 61.4%+27.8pp | 69.3%+19.9pp | 68.1%+21.1pp |
| Annual return | 3.21% | 18.57%-15.4pp | 31.81%-28.6pp | 41.64%-38.4pp |
| Employer contribution / active EE | $592 | $1,511-60.8% | $2,279-74.0% | $2,551-76.8% |
| Participant deferral / active EE | $3,704 | $3,081+20.2% | $4,048-8.5% | $4,139-10.5% |
| Admin fee / account holder | $303 | $6,500-95.3% | $8,703-96.5% | $7,234-95.8% |