Filed December 8, 2021
Total covered: 552 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING6+ years Service code 11 · EIN 22-2232264 | Actuarial | $1,019,230 |
CONDUENT HR CONSULTING, LLC6+ years Filed as: CONDUENT HR SERVICES Service code 12 · EIN 32-0293031 | Recordkeeping and information managem... | $954,494 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $770,995 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $717,377 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $562,232 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $526,123 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST Service code 15 · EIN 36-1561860 | Recordkeeping | $474,336 |
LOGAN CIRCLE PARTNERS, LP6+ years Filed as: LOGAN CIRCLE Service code 28 · EIN 20-8262386 | Investment Management | $460,863 |
AKSIA LLC6+ years Service code 17 · EIN 20-5385739 | Pension Consulting | $329,294 |
LEGAL & GENERAL INVESTMENT6+ years Service code 28 · EIN 20-8058531 | Investment Management | $314,451 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 4.25% | 9.22%-5.0pp | 8.39%-4.1pp | 9.22%-5.0pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $20,497-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $16-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |