Filed October 10, 2024 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $798,869 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Investment advisory (participants); T... | $175,669 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $155,869 |
MERGANSER CAPITAL MANAGEMENT7+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $58,882 |
REAMS ASSET MANAGEMENT7+ years Filed as: REAMS (SCOUTS INVESTMENTS INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $49,759 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL Service code 21 · EIN 31-1801770 | Bank Trustee | $31,278 |
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $25,000 |
ADAMS ADDRESSING ASSOCIATES7+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 50 · EIN 36-4395178 | Direct Payment | $8,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 7.03% | 35.98%-29.0pp | 10.75%-3.7pp | 15.63%-8.6pp |
| Employer contribution / active EE | $3,897 | $8,396-53.6% | $35,162-88.9% | $11,476-66.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |