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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $30,753 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 26 · EIN 36-3258176 | Advisory (Participants) | $24,704 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $13,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,479 | $55,457-57.7% | $76,119-69.2% | $77,736-69.8% |
| Participation rate | 33.1% | 63.6%-30.5pp | 69.1%-36.0pp | 70.6%-37.5pp |
| Annual return | 9.71% | 17.09%-7.4pp | 361.25%-351.5pp | 31.26%-21.5pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,693-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,325 | $3,454-61.6% | $4,259-68.9% | $4,651-71.5% |
| Admin fee / account holder | $410 | $411-0.1% | $6,421-93.6% | $433-5.3% |