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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC3 years Filed as: PASI INVESTMENTS, LLC Service code 14 · EIN 37-1554711 10 TALCOTT NOTCH RD. · FARMINGTON, CT 06032 | Plan Administrator | $9,135 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 10 TALCOTT NOTCH RD. · FARMINGTON, CT 06032 | Contract Administrator | $2,473 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,411 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $70 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $27,392 | $52,293-47.6% | $178,498-84.7% | $73,412-62.7% |
| Participation rate | 18.7% | 65.3%-46.6pp | 81.9%-63.2pp | 72.2%-53.5pp |
| Annual return | -1.53% | 34.75%-36.3pp | 151.09%-152.6pp | 59.30%-60.8pp |
| Employer contribution / active EE | $161 | $1,735-90.7% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $708 | $2,332-69.6% | $5,202-86.4% | $3,806-81.4% |
| Admin fee / account holder | $256 | $127+101.3% | $13,985-98.2% | $158+62.4% |