Filed March 17, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $78,997 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-4068020 | Contract Administrator | $62,043 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $45,159 |
Service code 10 · EIN 91-0425694 | Accounting | $36,455 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 13 · EIN 04-3581074 | Contract Administrator | $25,081 |
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 8 reportable transactions with Solo.
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Participant contribution per participant 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.90% | 17.94%-11.0pp | 5.44%+1.5pp | 7.18%-0.3pp |
| Employer contribution / active EE | $112,613 | $12,263+818.3% | $25,481+342.0% | $13,095+760.0% |
| Participant deferral / active EE | $165 | $388-57.4% | $65+154.7% | $385-57.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |