Filed October 4, 2011
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH US LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $1,695,530 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Direct payment from the plan; Trustee... | $334,512 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $333,600 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $83,715 |
HARTER SECREST & EMERY LLP2 years Service code 29 · EIN 16-0766172 | Legal | $55,780 |
GROOM LAW GROUP9 years Service code 29 · EIN 52-1219029 | Legal | $8,315 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | 0.0%0pp |
| Annual return | 3.89% | 8.76%-4.9pp | 6.89%-3.0pp | 8.76%-4.9pp |
| Employer contribution / active EE | $118,665 | $16,650+612.7% | $43,785+171.0% | $16,650+612.7% |
| Participant deferral / active EE | $0 | $948-100.0% | $44-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |