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 12 · EIN 06-1050034 | Claims processing | $99,079 |
Filed as: BPAS ACTURIAL AND PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $38,400 |
Filed as: ONE DIGITAL TOPCO LLC DBA RESOURCES Service code 21 · EIN 82-1434504 | Bank Trustee | $22,500 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $15,500 |
NIXON PEABODY LLP10+ years Service code 21 · EIN 16-0764720 | Bank Trustee | $2,328 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.4%-19.4pp | 18.6%-18.6pp |
| Annual return | 2.56% | 10.92%-8.4pp | 8.54%-6.0pp | 9.77%-7.2pp |
| Employer contribution / active EE | $0 | $19,775-100.0% | $26,203-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $1,022-100.0% | $449-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |