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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 | $77,574-8.8% | $108,753-34.9% | $86,983-18.6% |
| Participation rate | 89.2% | 62.3%+26.9pp | 71.1%+18.1pp | 69.5%+19.6pp |
| Annual return | 3.21% | 18.42%-15.2pp | 37.47%-34.3pp | 25.83%-22.6pp |
| Employer contribution / active EE | $592 | $1,611-63.2% | $2,427-75.6% | $2,584-77.1% |
| Participant deferral / active EE | $3,704 | $3,128+18.4% | $4,115-10.0% | $4,194-11.7% |
| Admin fee / account holder | $303 | $6,529-95.4% | $10,320-97.1% | $7,856-96.1% |