Filed November 2, 2022
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS6 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,017,775 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $481,669 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $235,329 |
Filed as: SUSTAINABLE GROWTH ADVISORS, LP Service code 28 · EIN 05-0571266 | Investment Management | $146,115 |
Filed as: J.P MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,300 |
MERCER3 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $101,472 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $52,553 |
BONADIO & CO., LLP10+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $23,100 |
IVINS, PHILLIPS & BARKER9+ years Service code 29 · EIN 52-1229560 | Legal | $12,290 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $11,832 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $33,520-100.0% | $3,219,907-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | 0.37% | 7.65%-7.3pp | 3.48%-3.1pp | 7.65%-7.3pp |
| Employer contribution / active EE | $0 | $20,599-100.0% | $31,972-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |