Filed October 31, 1995 (most recent of 3 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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 29 · EIN 52-1883918 | Legal | $485,087 |
UBS FINANCIAL SERVICES INC7+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $334,585 |
SCHRODER INVESTMENT MANAGEMENT7+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $319,578 |
WILLIAM BLAIR3 years Service code 99 · EIN 27-6331814 | Other Fees | $317,051 |
BROOKFIELD REAL ESTATE FUNDS2 years Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $289,153 |
Filed as: INCOME RESEARCH+MGMT, LONG DURATION Service code 28 · EIN 04-2955404 | Investment Management | $256,537 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $255,834 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL&GENERAL INV MGMT AMERICA,INC Service code 19 · EIN 35-7085469 | Securities Custodian | $239,599 |
VAUGHAN NELSON INVESTMENT MGMT7+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $235,747 |
MONDRIAN INVESTMENT GROUP7+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $172,521 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 7.90% | 12.07%-4.2pp | 8.95%-1.0pp | 15.63%-7.7pp |
| Employer contribution / active EE | $1,465 | $9,481-84.5% | $46,559-96.9% | $11,476-87.2% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |