Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL / LIFEWORKS Service code 13 · EIN 45-4303723 | Contract Administrator | $430,340 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $405,347 |
ANGELES INVESTMENT ADVISORS, LLC2+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $334,482 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $63,032 |
US BANK2+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $58,949 |
WINSTON & STRAWN LLP2+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $42,221 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 10.96% | 7.36%+3.6pp | 9.78%+1.2pp | 13.24%-2.3pp |
| Employer contribution / active EE | $0 | $40,685-100.0% | $46,889-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |