| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 250 ROYALL STREET · CANTON, MA 02021 | Recordkeeping | $236,241 |
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $155,554 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $78,547 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Other f... | $66,191 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565696 | Accounting | $60,490 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $325,553-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 2.1%-2.1pp |
| Annual return | -0.07% | 8.17%-8.2pp | 9.17%-9.2pp | 7.65%-7.7pp |
| Employer contribution / active EE | $0 | $16,702-100.0% | $40,523-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $42-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $17,411-100.0% | $193-100.0% |