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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $268,219 |
MERCER11+ years Service code 11 · EIN 13-2834414 | Actuarial | $100,194 |
PRICEWATERHOUSECOOPERS LLP5 years Service code 10 · EIN 13-4008324 | Accounting | $65,654 |
STATE STREET GLOBAL ADVISORS11+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $53,133 |
TRANS-CANADA CAPITAL5 years Service code 10 · EIN 13-1394887 | Accounting | $53,054 |
ALIGHT SOLUTIONS LLC8 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $50,296 |
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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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 10.26% | 9.16%+1.1pp | 19.25%-9.0pp | 9.16%+1.1pp |
| Employer contribution / active EE | $41,976 | $19,955+110.4% | $28,682+46.4% | $19,955+110.4% |
| Participant deferral / active EE | $0 | $1,073-100.0% | $55-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |