Filed June 8, 2015
Total covered: 38 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL3+ years Filed as: LIFEWORKS Service code 14 | Plan Administrator | $367,009 |
WILLIS TOWERS WATSON US LLC3+ years Service code 11 · EIN 53-0181291 | Actuarial | $366,797 |
Filed as: J.P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $321,224 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $287,176 |
RBC GLOBAL ASSET MANAGEMENT3+ years Filed as: RBC GLOBAL ASSET MANAGEMENT UK LTD Service code 28 | Investment Management | $232,792 |
AB FUNDS3+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $138,595 |
UNIGESTION ASSET MANAGEMENT INC.3+ years Filed as: UNIGESTION (UK) LTD. Service code 28 | Investment Management | $43,132 |
Service code 17 PO BOX 30004 · TAMPA, FL 336303004 | Pension Consulting | $30,000 |
INSERO & CO. CPAS, LLP1 year Service code 10 · EIN 47-5324570 | Accounting | $27,000 |
WEBSTER BANK1 year Filed as: WEBSTER BANK, N.A. Service code 19 · EIN 06-0273620 | Securities Custodian | $26,595 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 8.41% | 8.00%+0.4pp | 7.69%+0.7pp | 37.77%-29.4pp |
| Employer contribution / active EE | $19,589 | $15,902+23.2% | $28,501-31.3% | $15,798+24.0% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |