Filed January 18, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 13 · EIN 53-0181291 | Contract Administrator | $348,145 |
US BANK8 years Service code 21 7TH WASHINGTON · ST. LOUIS, MO 63101 | Bank Trustee | $177,772 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWER WATSON INVESTMENT SERVICES Service code 13 · EIN 53-0181291 | Contract Administrator | $160,000 |
SMITH & HOWARD, PC9+ years Filed as: SMITH & HOWARD, P.C. Service code 10 · EIN 58-1250486 | Accounting | $37,000 |
KILPATRICK TOWNSEND1 year Service code 29 · EIN 58-0511774 | Legal | $9,564 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 7.72% | 11.26%-3.5pp | 12.68%-5.0pp | 37.74%-30.0pp |
| Employer contribution / active EE | $0 | $10,658-100.0% | $41,588-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |