Filed June 8, 2015
Total covered: 38 employees
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Service code 11 · EIN 53-0181291 | Actuarial | $1,080,618 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: J.P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $231,131 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818 | Investment Management | $105,000 |
BLACKROCK1 year Service code 17 · EIN 99-1116001 | Pension Consulting | $92,489 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $84,100 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 | Plan Administrator | $59,992 |
GOLDMAN SACHS4+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $58,314 |
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $53,214 |
VERRILL DANA LLP1 year Filed as: VERRILL DANA, LLP Service code 29 · EIN 01-0176171 | Legal | $44,083 |
RBC GLOBAL ASSET MANAGEMENT4+ years Filed as: RBC GLOBAL ASSET MANAGEMENT UK LTD Service code 28 | Investment Management | $39,423 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -1.96% | 7.96%-9.9pp | 5.04%-7.0pp | 8.76%-10.7pp |
| Employer contribution / active EE | $35,278 | $15,125+133.2% | $26,454+33.4% | $16,664+111.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |