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.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 15 · EIN 52-1883918 | Recordkeeping | $1,251,210 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $274,340 |
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Direct payment from the plan; Trustee... | $191,575 |
GROOM LAW GROUP7 years Service code 29 · EIN 52-1219029 | Legal | $174,550 |
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 | $2,456,633-100.0% | $268,676-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 37.9%-37.9pp | 1.5%-1.5pp |
| Annual return | -18.31% | 23.41%-41.7pp | -10.68%-7.6pp | 23.41%-41.7pp |
| Employer contribution / active EE | $15,306 | $12,650+21.0% | $48,995-68.8% | $12,650+21.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $360-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $4,366-100.0% | $14,884-100.0% |