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 | $92,620 |
BPAS8 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 | Actuarial | $36,185 |
Service code 21 · EIN 45-3679779 | Bank Trustee | $30,000 |
FREED MAXICK CPAS PC9+ years Service code 10 · EIN 45-4051133 | Accounting | $15,000 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY, LLC Service code 21 · EIN 16-0764720 | Bank Trustee | $1,604 |
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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 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 7.37% | 10.25%-2.9pp | 8.34%-1.0pp | 8.21%-0.8pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,843-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |