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 |
|---|---|---|
Filed as: FIDELITY Service code 13 · EIN 04-3532603 | Contract Administrator | $1,042,032 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $153,579 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET Service code 21 · EIN 04-1867445 | Bank Trustee | $134,206 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 13 · EIN 52-1883918 | Contract Administrator | $83,900 |
DXC TECHNOLOGY SERVICES2 years Service code 15 · EIN 82-2287119 | Recordkeeping | $67,404 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $27,170 |
ERNST & YOUNG LLP2 years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $23,654 |
HAYNES AND BOONE, LLP9+ years Service code 29 · EIN 75-1312888 | Legal | $5,764 |
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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 10.38% | 33.11%-22.7pp | 78.62%-68.2pp | 33.11%-22.7pp |
| Employer contribution / active EE | $5,750 | $9,000-36.1% | $31,646-81.8% | $9,000-36.1% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |