Filed November 25, 2008 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $97,343 |
MERCER1 year Filed as: MERCER LLC Service code 11 · EIN 13-2834444 | Actuarial | $32,100 |
ENMAX CORPORATION1 year Service code 14 | Plan Administrator | $28,987 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE AND TOUCHE LLP Service code 10 · EIN 13-3891517 | Accounting | $27,500 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -18.65% | -14.09%-4.6pp | 179.55%-198.2pp | -5.25%-13.4pp |
| Employer contribution / active EE | $7,500 | $19,237-61.0% | $24,917-69.9% | $15,161-50.5% |
| Participant deferral / active EE | $0 | $307-100.0% | $463-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |