Filed November 2, 2022
Total covered: 34 employees
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| Provider | Service type | Compensation |
|---|---|---|
PGIM INVESTMENTS7 years Filed as: PGIM INC. Service code 28 · EIN 22-2540245 | Investment Management | $1,014,352 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 24 · EIN 13-4994650 | Discretionary Trustee | $408,483 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $238,520 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $137,300 |
SUSTAINABLE GROWTH ADVISORS2 years Filed as: SUSTAINABLE GROWTH ADVISORS, LP Service code 28 · EIN 05-0571266 | Investment Management | $128,400 |
MERCER4 years Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $75,184 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $46,382 |
BONADIO & CO., LLP11+ years Filed as: THE BONADIO GROUP Service code 10 · EIN 16-1131146 | Accounting | $24,020 |
IVINS, PHILLIPS & BARKER10+ years Service code 29 · EIN 52-1229560 | Legal | $23,531 |
BLACKROCK11+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $12,464 |
See 1 actuary disclosure with Solo.
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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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 8.15% | 9.14%-1.0pp | 5.19%+3.0pp | 9.14%-1.0pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $38,911-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |