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: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $1,712,676 |
Service code 11 · EIN 53-0181291 | Actuarial | $307,800 |
MITCHELL & TITUS, LLP1 year Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $141,425 |
Service code 29 · EIN 16-0766172 | Legal | $114,152 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 12 · EIN 25-1926855 | Direct payment from the plan; Claims ... | $95,509 |
GROOM LAW GROUP8 years Service code 29 · EIN 52-1219029 | Legal | $29,504 |
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 | $3,299,877-100.0% | $331,632-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 2.3%-2.3pp |
| Annual return | 10.12% | 18.69%-8.6pp | 10.60%-0.5pp | 37.77%-27.7pp |
| Employer contribution / active EE | $91,249 | $12,263+644.1% | $43,831+108.2% | $15,798+477.6% |
| Participant deferral / active EE | $0 | $0-100.0% | $166-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $25,063-100.0% | $9,287-100.0% |