Filed November 29, 2023
Total covered: 117 employees
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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL IMPLEMENTATION SVCS Service code 17 · EIN 91-0604934 | Pension Consulting | $2,592,260 |
OAKTREE CAPITAL MANAGEMENT, L.P.4+ years Filed as: OAKTREE CAPITAL MGMT LP Service code 28 · EIN 26-0189082 | Investment Management | $2,046,222 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT INCORPORATED Service code 15 · EIN 81-2983623 | Recordkeeping | $1,955,278 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 24 · EIN 13-4994650 | Discretionary Trustee | $1,925,285 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $1,860,765 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $1,758,865 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 28 · EIN 48-1140940 | Investment Management | $1,550,570 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $1,470,228 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $1,267,689 |
ANALYTIC INVESTORS, LLC4+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 95-2665790 | Investment Management | $1,198,932 |
See 1 actuary disclosure with Solo.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $7,764,297-100.0% | $221,583-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -5.63% | -1.95%-3.7pp | -6.55%+0.9pp | -1.95%-3.7pp |
| Employer contribution / active EE | $14,350 | $9,243+55.3% | $21,653-33.7% | $9,243+55.3% |
| Participant deferral / active EE | $0 | $425-100.0% | $160-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,920-100.0% | $62,356-100.0% |