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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $234,945 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 13 · EIN 52-1883918 | Contract Administrator | $205,000 |
MERCER5 years Service code 11 · EIN 34-2015463 | Actuarial | $64,167 |
KREISCHER MILLER9 years Service code 10 · EIN 23-1980475 | Accounting | $21,371 |
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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 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.40% | 11.94%-10.5pp | 6.70%-5.3pp | 8.76%-7.4pp |
| Employer contribution / active EE | $45,822 | $15,564+194.4% | $25,217+81.7% | $16,664+175.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |