| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $227,974 |
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $132,569 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $101,000 |
THE BANK OF NEW YORK MELLON2+ years Service code 18 · EIN 13-5160382 | Shareholder servicing fees; Direct pa... | $67,067 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565696 | Accounting | $53,841 |
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 | $46,984-100.0% | $788,447-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 5.6%-5.6pp |
| Annual return | -21.28% | -0.56%-20.7pp | -3.21%-18.1pp | 39.82%-61.1pp |
| Employer contribution / active EE | $0 | $21,553-100.0% | $46,051-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $308-100.0% | $31-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $46,258-100.0% | $62-100.0% |