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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC2+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $20,531 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $832 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,028 | $39,819-84.9% | $67,834-91.1% | $57,658-89.5% |
| Participation rate | 68.7% | 61.2%+7.4pp | 68.8%-0.1pp | 70.2%-1.5pp |
| Annual return | 11.88% | 9.19%+2.7pp | 138.47%-126.6pp | 5.13%+6.7pp |
| Employer contribution / active EE | $157 | $1,277-87.7% | $2,403-93.5% | $1,974-92.0% |
| Participant deferral / active EE | $1,331 | $2,209-39.8% | $3,160-57.9% | $3,061-56.5% |
| Admin fee / account holder | $104 | $84+23.8% | $4,622-97.8% | $95+9.5% |