Filed November 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BIRMINGHAM CAPITAL MANAGEMENT6+ years Service code 28 · EIN 63-0856104 | Investment Management | $87,458 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO - TRUSTEE Service code 21 · EIN 94-1347393 | Bank Trustee | $38,983 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $36,043 |
See 1 actuary disclosure with Solo.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 14.14% | 10.64%+3.5pp | 90.60%-76.5pp | 11.45%+2.7pp |
| Employer contribution / active EE | $2,834 | $11,339-75.0% | $32,727-91.3% | $17,219-83.5% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |