Filed November 3, 2023 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $1,910,078 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,039,356 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $708,692 |
COMMERCE BANK9+ years Filed as: COMMERCE TRUST COMPANY Service code 33 · EIN 43-6334070 | Securities brokerage | $475,414 |
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $232,396 |
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $129,815 |
ASSET STRATEGY CONSULTANTS9+ years Filed as: ASSET CONSULTING GROUP LLC Service code 28 · EIN 26-0887580 | Investment Management | $16,667 |
See 1 actuary disclosure with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 3.72% | 13.18%-9.5pp | 32.30%-28.6pp | 13.18%-9.5pp |
| Employer contribution / active EE | $4,616 | $8,469-45.5% | $33,955-86.4% | $8,469-45.5% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |