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| Provider | Service type | Compensation |
|---|---|---|
PASI, LLC3+ years Service code 13 · EIN 26-1407927 | Contract Administrator | $21,172 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,464 |
Service code 26 · EIN 95-3845382 | Advisory (Participants) | $0 |
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.
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 | $8,413 | $44,059-80.9% | $71,671-88.3% | $69,631-87.9% |
| Participation rate | 62.6% | 60.8%+1.9pp | 68.7%-6.1pp | 70.7%-8.1pp |
| Annual return | 28.22% | 21.97%+6.3pp | 20.65%+7.6pp | 27571.02%-27542.8pp |
| Employer contribution / active EE | $51 | $1,305-96.1% | $2,460-97.9% | $2,032-97.5% |
| Participant deferral / active EE | $1,358 | $2,370-42.7% | $3,438-60.5% | $3,224-57.9% |
| Admin fee / account holder | $120 | $108+11.6% | $5,558-97.8% | $110+8.8% |