Filed August 3, 2022 (most recent of 2 filings on file)
Total covered: 2,748 employees
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $1,352,842 |
PGIM INVESTMENTS9+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $1,217,542 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 25 · EIN 04-3269043 | Directed Trustee | $989,698 |
SANDS CAPITAL MANAGEMENT, LLC9+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $974,184 |
VONTOBEL USA INC9+ years Filed as: VONTOBEL Service code 28 · EIN 13-3223264 | Investment Management | $898,105 |
THE TOWNSEND GROUP9+ years Filed as: TOWNSEND Service code 28 · EIN 45-3073569 | Investment Management | $888,695 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Named fiduciary; Direct payment from ... | $887,554 |
RIVER AND MERCANTILE LLC5 years Filed as: RIVER & MERCANTILE Service code 28 · EIN 04-3513306 | Investment Management | $870,239 |
Filed as: J.P.MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $864,463 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON Service code 28 · EIN 30-0835489 | Investment Management | $857,193 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $191,373-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | 8.39% | 13.18%-4.8pp | 8.46%-0.1pp | 13.18%-4.8pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $25,175-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $181-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $730-100.0% | - |