Filed April 20, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $51,744 |
GRANT THORNTON LLP4 years Service code 10 · EIN 36-6055558 | Accounting | $29,200 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $8,758 |
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.
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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | 4.32% | 8.82%-4.5pp | 7.70%-3.4pp | 9.89%-5.6pp |
| Employer contribution / active EE | $10,606 | $12,837-17.4% | $28,478-62.8% | $14,313-25.9% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |