Filed January 5, 2021
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 13 · EIN 52-1883918 | Contract Administrator | $755,881 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST CO. Service code 25 · EIN 04-1867445 | Directed Trustee | $238,521 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 | Pension Consulting | $210,150 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $200,306 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $167,901 |
K&L GATES1 year Filed as: K&L GATES, LLP Service code 29 · EIN 25-0921018 | Legal | $90,743 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $53,531 |
Filed as: CAPTRUST ADVISORS Service code 17 · EIN 26-0058143 | Pension Consulting | $25,000 |
Service code 10 · EIN 20-3985546 | Accounting | $18,400 |
Service code 17 · EIN 01-0537731 | Pension Consulting | $13,919 |
Annual investment return 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 | $444,552-100.0% | $220,551-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 3.7%-3.7pp |
| Annual return | -0.44% | 9.47%-9.9pp | 7.32%-7.8pp | 15.63%-16.1pp |
| Employer contribution / active EE | $0 | $9,065-100.0% | $23,426-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $939-100.0% | $107-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $9,522-100.0% | $429-100.0% |