Filed October 22, 2004
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.
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 15 · EIN 52-1883918 | Recordkeeping | $92,758 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $66,024 |
MERCER6+ years Filed as: MERCER US, INC. Service code 11 · EIN 13-2834414 | Actuarial | $52,626 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $49,129 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $49,012 |
INCOME RESEARCH & MANAGEMENT6+ years Service code 28 · EIN 04-2955404 | Investment Management | $31,968 |
METLIFE LIFE INSURANCE COMPANY6+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $29,537 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $26,300 |
FIAM LLC1 year Filed as: FIAM GROUP TRUST FOR EMPLOYEE BENES Service code 28 · EIN 20-4659714 | Investment Management | $22,281 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $19,271 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 16.13% | 8.57%+7.6pp | 7.87%+8.3pp | 9.29%+6.8pp |
| Employer contribution / active EE | $60,938 | $19,481+212.8% | $31,784+91.7% | $15,168+301.8% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |