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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC1+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $15,315 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,711 | $39,458-88.1% | $60,547-92.2% | $55,191-91.5% |
| Participation rate | 69.7% | 59.6%+10.1pp | 68.0%+1.7pp | 69.2%+0.5pp |
| Annual return | -2.45% | 3.35%-5.8pp | 335.64%-338.1pp | 10.78%-13.2pp |
| Employer contribution / active EE | $324 | $1,210-73.2% | $2,419-86.6% | $1,899-83.0% |
| Participant deferral / active EE | $1,252 | $2,140-41.5% | $3,328-62.4% | $3,046-58.9% |
| Admin fee / account holder | $47 | $95-50.9% | $4,536-99.0% | $91-48.5% |