Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $1,862,881 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $206,081 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $133,227 |
HAYNES AND BOONE, LLP6+ years Service code 29 · EIN 75-1312888 | Legal | $24,139 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $23,700 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE HASKINS & SELLS Service code 10 | Accounting | $9,885 |
Filed as: JOHN HANCOCK Service code 28 · EIN 04-2769294 | Investment Management | $8,326 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 12.40% | 13.80%-1.4pp | 10.57%+1.8pp | 13.80%-1.4pp |
| Employer contribution / active EE | $139 | $10,386-98.7% | $29,483-99.5% | $10,386-98.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $150-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |