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 SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $1,289,756 |
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $309,533 |
MERCER10+ years Service code 10 · EIN 13-2834414 | Accounting | $144,530 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: JP MORGAN CHASE & CO. Service code 21 · EIN 13-4994650 | Bank Trustee | $109,409 |
Filed as: PRUDENTIAL Service code 28 · EIN 22-1211670 | Investment Management | $49,335 |
Filed as: VOYA Service code 28 · EIN 06-1440627 | Investment Management | $40,302 |
BLACKROCK10+ years Service code 28 · EIN 94-3112180 | Investment Management | $5,514 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $663,797-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 0.0%0pp |
| Annual return | 1.55% | 9.30%-7.8pp | 8.13%-6.6pp | 9.30%-7.8pp |
| Employer contribution / active EE | $3,427 | $12,551-72.7% | $42,719-92.0% | $12,551-72.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $12-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $13,741-100.0% | - |