Filed March 17, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-4068020 | Contract Administrator | $355,548 |
Service code 10 · EIN 91-0425694 | Accounting | $212,410 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 13 · EIN 04-3581074 | Contract Administrator | $183,622 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $142,786 |
AYCO1+ years Service code 49 · EIN 33-1187432 | Other Services | $56,148 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $27,808 |
IVINS, PHILLIPS & BARKER1+ years Service code 29 · EIN 52-1229560 | Legal | $20,524 |
DCG ONE1+ years Service code 36 · EIN 91-2132033 | Copying and duplicating; Other services | $6,051 |
See 1 actuary disclosure with Solo.
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 5 reportable transactions with Solo.
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.83% | -0.43%-0.4pp | -3.43%+2.6pp | -0.60%-0.2pp |
| Employer contribution / active EE | $44,032 | $10,132+334.6% | $25,607+72.0% | $12,272+258.8% |
| Participant deferral / active EE | $4,679 | $566+727.0% | $77+5943.3% | $416+1025.7% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |