Filed January 29, 2015 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 52-2211537 | Actuarial | $344,475 |
SLC MANAGEMENT6 years Filed as: SUN LIFE CAPITAL MANAGEMENT US LLC Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $173,097 |
Filed as: TRUST COMPANY OF TENNESSEE Service code 15 · EIN 62-1291257 | Recordkeeping | $79,499 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.08% | 7.96%-5.9pp | 5.17%-3.1pp | 8.76%-6.7pp |
| Employer contribution / active EE | $17,506 | $15,125+15.7% | $26,422-33.7% | $16,627+5.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |