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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 | $76,834-7.9% | $108,359-34.7% | $87,485-19.1% |
| Participation rate | 89.2% | 61.7%+27.5pp | 70.1%+19.1pp | 68.9%+20.3pp |
| Annual return | 3.21% | 19.09%-15.9pp | 36.89%-33.7pp | 26.06%-22.8pp |
| Employer contribution / active EE | $592 | $1,556-62.0% | $2,399-75.3% | $2,596-77.2% |
| Participant deferral / active EE | $3,704 | $3,100+19.5% | $4,137-10.5% | $4,274-13.3% |
| Admin fee / account holder | $303 | $6,537-95.4% | $9,741-96.9% | $7,775-96.1% |