Filed April 6, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 13 · EIN 36-2235791 | Contract Administrator | $1,365,984 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $479,971 |
PICTET & CIE1 year Service code 28 · EIN 26-0412249 | Investment Management | $373,324 |
NEPC, LLC1 year Filed as: NEPC Service code 28 · EIN 26-1429809 | Investment Management | $331,909 |
ALIGHT SOLUTIONS LLC1 year Service code 11 · EIN 82-1061233 | Actuarial | $321,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $255,600 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $253,605 |
Filed as: JP MORGAN INVESTMENT MGMT INC. Service code 28 · EIN 13-3200244 | Investment Management | $250,458 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $198,129 |
BARING INTERNATIONAL INVESTMENT LTD1 year Filed as: BARING INTERNATIONAL INV. LTD Service code 28 · EIN 98-0457328 | Investment Management | $179,825 |
See 1 actuary disclosure with Solo.
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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 98.06% | 15.82%+82.2pp | 16.78%+81.3pp | 17.84%+80.2pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |