Filed November 14, 2011 (most recent of 2 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 Service code 11 · EIN 13-2834414 | Actuarial | $480,006 |
SEI INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 28 · EIN 23-1707341 | Investment Management | $431,197 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $136,152 |
SEYFARTH SHAW LLP1 year Service code 29 · EIN 36-2152202 | Legal | $65,422 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $45,927 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,625 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 14.44% | 36.82%-22.4pp | 18.06%-3.6pp | 53.27%-38.8pp |
| Employer contribution / active EE | $5,870 | $13,338-56.0% | $30,411-80.7% | $14,774-60.3% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |