Filed May 29, 2020
Total covered: 33 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS Service code 13 · EIN 45-4303723 | Contract Administrator | $216,685 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $98,767 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL Service code 27 · EIN 26-0058143 | Advisory (Plan) | $76,800 |
US BANK4+ years Service code 21 · EIN 41-6271370 | Bank Trustee | $41,181 |
WINSTON & STRAWN LLP4+ years Filed as: WINSTON & STRAWN, LLP Service code 29 · EIN 36-1975990 | Legal | $18,406 |
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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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 16.68% | 11.98%+4.7pp | 35.16%-18.5pp | 37.77%-21.1pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,401-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |