Filed March 24, 2006 (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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $395,064 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 13 · EIN 52-1883918 | Contract Administrator | $209,979 |
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $65,590 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $60,309 |
PORTFOLIO EVALUATIONS, INC.9+ years Service code 28 · EIN 22-3189064 | Investment Management | $49,461 |
CARON & BLETZER, PLLC6 years Service code 10 · EIN 04-3499945 | Accounting | $20,125 |
SULLIVAN & WORCESTER LLP1 year Filed as: SULLIVAN & WORCHESTER LLP Service code 29 · EIN 04-2387531 | Legal | $10,214 |
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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 | $9,556,684-100.0% | $331,632-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 50.0%-50.0pp | 2.4%-2.4pp |
| Annual return | 8.15% | 22.81%-14.7pp | 10.60%-2.4pp | 22.81%-14.7pp |
| Employer contribution / active EE | $11,728 | $18,290-35.9% | $43,831-73.2% | $18,290-35.9% |
| Participant deferral / active EE | $0 | $603-100.0% | $166-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $25,063-100.0% | $85,222-100.0% |