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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC1 year Filed as: PASI INVESTMENTS, LLC Service code 14 · EIN 37-1554711 10 TALCOTT NOTCH RD. · FARMINGTON, CT 06032 | Plan Administrator | $5,492 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,474 | $37,196-55.7% | $154,114-89.3% | $55,725-70.4% |
| Participation rate | 22.7% | 64.1%-41.4pp | 83.0%-60.4pp | 70.9%-48.2pp |
| Annual return | 19.40% | 1319.68%-1300.3pp | 735.16%-715.8pp | 244.93%-225.5pp |
| Employer contribution / active EE | $112 | $1,614-93.1% | $5,298-97.9% | $2,078-94.6% |
| Participant deferral / active EE | $719 | $2,068-65.2% | $5,081-85.8% | $3,356-78.6% |
| Admin fee / account holder | $120 | $102+17.8% | $13,411-99.1% | $115+3.9% |