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 O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $113,431 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 16 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Consulting | $30,000 |
FREED MAXICK CPAS PC1 year Service code 10 424 MAIN ST STE 800 · BUFFALO, NY 14202 | Accounting | $25,000 |
Filed as: IMMEDIATE MAILING SERVICES Service code 38 245 COMMERCE BLVD. · LIVERPOOL, NY 130884541 | Participant Communication | $8,131 |
NIXON PEABODY LLP9+ years Service code 29 PO BOX 28012 · NEW YORK, NY 100878013 | Legal | $1,710 |
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.
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 | $46,191 | $99,313-53.5% | $81,882-43.6% | $99,313-53.5% |
| Participation rate | 13.4% | 71.7%-58.3pp | 72.4%-58.9pp | 71.7%-58.3pp |
| Annual return | 13.64% | 17.67%-4.0pp | 779.47%-765.8pp | 17.67%-4.0pp |
| Employer contribution / active EE | $202 | $3,264-93.8% | $2,916-93.1% | $3,264-93.8% |
| Participant deferral / active EE | $635 | $5,346-88.1% | $4,323-85.3% | $5,346-88.1% |
| Admin fee / account holder | $106 | $109-2.6% | $7,360-98.6% | $109-2.6% |