Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 13 · EIN 45-4303723 | Contract Administrator | $338,419 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $192,319 |
Filed as: CAPFINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $102,487 |
US BANK3+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $65,282 |
ANGELES INVESTMENT ADVISORS, LLC3+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $57,692 |
WINSTON & STRAWN LLP3+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $45,422 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $15,882 |
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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.
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 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -19.06% | -13.41%-5.7pp | 10.22%-29.3pp | 2.78%-21.8pp |
| Employer contribution / active EE | $0 | $53,848-100.0% | $51,212-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $1,790-100.0% | $129-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |