Filed January 21, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $119,412 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 16 PO BOX 735399 · DALLAS, TX 75373 | Consulting | $30,000 |
FREED MAXICK CPAS PC2 years Service code 10 424 MAIN ST STE 800 · BUFFALO, NY 14202 | Accounting | $17,000 |
MONRO INC1 year Service code 99 295 WOODCLIFF DR STE 202 · FAIRPORT, NY 14450 | Other Fees | $12,000 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,942 | $118,972-58.0% | $68,368-27.0% | $118,972-58.0% |
| Participation rate | 16.6% | 78.0%-61.4pp | 73.8%-57.2pp | 78.0%-61.4pp |
| Annual return | 15.34% | 15.19%+0.2pp | 292.57%-277.2pp | 15.19%+0.2pp |
| Employer contribution / active EE | $253 | $3,776-93.3% | $2,649-90.4% | $3,776-93.3% |
| Participant deferral / active EE | $806 | $6,017-86.6% | $4,123-80.5% | $6,017-86.6% |
| Admin fee / account holder | $108 | $127-14.8% | $5,150-97.9% | $127-14.8% |