Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Filed as: MERCER HR OUTSOURCING Service code 13 · EIN 13-2834414 | Contract Administrator | $640,752 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL CO. Service code 17 · EIN 13-1835854 | Pension Consulting | $151,344 |
Filed as: ALPHA CAPITAL MANAGEMENT Service code 17 · EIN 20-5176902 | Pension Consulting | $95,000 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $78,089 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $77,392 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-3581074 | Directed Trustee | $69,008 |
CEM BENCHMARKING3 years Service code 17 | Pension Consulting | $29,000 |
Service code 10 · EIN 20-3985546 | Accounting | $27,000 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $17,633 |
Service code 17 · EIN 01-0537731 | Pension Consulting | $13,100 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 21.93% | 22.40%-0.5pp | 29.77%-7.8pp | 21.83%+0.1pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |