Filed April 14, 1999 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $1,210,898 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $437,683 |
MERCER9+ years Service code 10 · EIN 13-2834414 | Accounting | $171,040 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE & CO. Service code 21 · EIN 13-4994650 | Bank Trustee | $103,660 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $47,466 |
Filed as: VOYA Service code 28 · EIN 06-1440627 | Investment Management | $29,644 |
BLACKROCK9+ years Service code 28 · EIN 94-3112180 | Investment Management | $16,289 |
STATE STREET GLOBAL ADVISORS5 years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $6,548 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $431,983-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 66.7%-66.7pp | 2.2%-2.2pp |
| Annual return | 8.42% | 9.11%-0.7pp | 9.65%-1.2pp | 9.11%-0.7pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $50,020-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $62-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $35,292-100.0% | $125-100.0% |