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 SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 13 · EIN 52-1883918 | Contract Administrator | $1,855,297 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $216,355 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $195,815 |
Filed as: FIDELITY Service code 16 · EIN 04-3532603 | Consulting | $51,088 |
HAYNES AND BOONE, LLP7+ years Service code 29 · EIN 75-1312888 | Legal | $28,118 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
GLOBE TAX SERVICES INC1 year Filed as: GLOBE TAX SERVICES, INC. Service code 16 · EIN 13-3647361 | Consulting | $10,876 |
AON CONSULTING1 year Service code 16 · EIN 22-2945469 | Consulting | $7,627 |
Filed as: JOHN HANCOCK IIA Service code 28 · EIN 04-2769294 | Investment Management | $7,172 |
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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 13.09% | 13.51%-0.4pp | 14.84%-1.8pp | 13.51%-0.4pp |
| Employer contribution / active EE | $2,778 | $8,170-66.0% | $37,950-92.7% | $8,170-66.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $127-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |