Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS Service code 13 · EIN 45-4303723 | Contract Administrator | $309,898 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $222,129 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $158,302 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP Service code 27 · EIN 86-0206507 | Advisory (Plan) | $59,735 |
WINSTON & STRAWN LLP5+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $41,790 |
US BANK5+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $41,379 |
EIDE BAILLY LLP3 years Service code 10 · EIN 45-0250958 | Accounting | $36,068 |
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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 | $310,574-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 0.0%0pp |
| Annual return | 4.98% | 8.15%-3.2pp | 8.04%-3.1pp | 8.76%-3.8pp |
| Employer contribution / active EE | $0 | $60,767-100.0% | $42,693-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $2,320-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $8,889-100.0% | - |