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: TELUS Service code 29 · EIN 98-0361292 | Legal | $460,349 |
UBS FINANCIAL SERVICES INC9+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $334,848 |
BROOKFIELD REAL ESTATE FUNDS4 years Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $283,827 |
COMVEST CAPITAL IV LP2 years Filed as: COMVEST CAPITAL IV Service code 28 · EIN 81-3400746 | Investment Management | $277,948 |
THE BANK OF NEW YORK MELLON9+ years Filed as: MELLON TRUST Service code 21 · EIN 04-1107280 | Bank Trustee | $228,626 |
Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $216,333 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH+MGMT, LONG DURATION Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $189,173 |
SCHRODER INVESTMENT MANAGEMENT9+ years Filed as: SCHRODERS Service code 28 · EIN 13-4064414 | Investment Management | $160,597 |
NEPC, LLC9+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $143,674 |
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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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 6.34% | 8.84%-2.5pp | 12.68%-6.3pp | 9.11%-2.8pp |
| Employer contribution / active EE | $1,529 | $8,705-82.4% | $41,626-96.3% | $12,231-87.5% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |