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 US LTD Service code 15 · EIN 52-1883918 | Recordkeeping | $715,733 |
WILLIS TOWERS WATSON US LLC6+ years Service code 11 · EIN 53-0181291 | Actuarial | $84,000 |
MITCHELL & TITUS, LLP2 years Filed as: MITCHELL & TITUS Service code 10 · EIN 13-2781641 | Accounting | $46,005 |
THE BANK OF NEW YORK MELLON2 years Service code 12 · EIN 25-1926855 | Trustee (bank, trust company, or simi... | $26,791 |
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 | 4.53% | 9.30%-4.8pp | 6.89%-2.4pp | 9.30%-4.8pp |
| Employer contribution / active EE | $9,790 | $12,551-22.0% | $43,868-77.7% | $12,551-22.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $44-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,988-100.0% | - |