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 | $1,157,564 |
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $135,333 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET Service code 15 · EIN 04-1867445 | Recordkeeping | $125,780 |
Filed as: FIDELITY Service code 16 · EIN 04-3532603 | Consulting | $30,233 |
MAYER HOFFMAN MCCANN P.C.7+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $25,200 |
HAYNES AND BOONE, LLP7+ years Service code 29 · EIN 75-1312888 | Legal | $16,633 |
GLOBE TAX SERVICES INC1 year Filed as: GLOBE TAX SERVICES, INC. Service code 16 · EIN 13-3647361 | Consulting | $6,340 |
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 | 13.10% | 19.39%-6.3pp | 14.84%-1.7pp | 19.39%-6.3pp |
| Employer contribution / active EE | $2,537 | $8,446-70.0% | $37,950-93.3% | $8,446-70.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $127-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |