Filed March 17, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES, LLC Service code 13 · EIN 20-2185976 | Contract Administrator | $6,586,298 |
Filed as: THE BOEING COMPANY Service code 10 · EIN 91-0425694 | Accounting | $3,315,207 |
Filed as: STATE STREET BANK - PENSION SERVICE Service code 13 · EIN 04-1867445 | Contract Administrator | $674,919 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $549,770 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 17 · EIN 36-3109431 | Pension Consulting | $135,885 |
STATE STREET GLOBAL ADVISORS2 years Service code 49 · EIN 81-4017137 | Other Services | $89,732 |
PLANTE & MORAN, PLLC4+ years Service code 10 · EIN 38-1357951 | Accounting | $46,746 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $41,725 |
K&L GATES2 years Service code 29 · EIN 25-0921018 | Legal | $17,705 |
FOLEY & LARDNER LLP1 year Filed as: FOLEY & LARDNER LP Service code 29 · EIN 39-0473800 | Legal | $5,484 |
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.
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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 | $7,764,297-100.0% | $157,466-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -4.08% | -1.95%-2.1pp | 12.68%-16.8pp | -1.95%-2.1pp |
| Employer contribution / active EE | $0 | $9,243-100.0% | $22,860-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $425-100.0% | $123-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $2,825-100.0% | $62,356-100.0% |