Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $443,641 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $205,661 |
WILLIS TOWERS WATSON US LLC8+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $178,419 |
GROOM LAW GROUP5 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $97,533 |
BRICKER GRAYDON LLP3 years Service code 29 · EIN 31-4359739 | Legal | $51,790 |
MEADEN & MOORE, LTD.8+ years Service code 10 · EIN 34-1818258 | Accounting | $44,500 |
CROWE LLP8+ years Service code 10 · EIN 35-0921680 | Accounting | $40,603 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $505,629-100.0% | $505,629-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 42.2%-42.2pp | 39.0%-39.0pp | 39.2%-39.2pp |
| Annual return | -17.05% | 8.36%-25.4pp | 8.40%-25.5pp | 13.91%-31.0pp |
| Employer contribution / active EE | $0 | $40,567-100.0% | $39,312-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $134-100.0% | $131-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $38,466-100.0% | $38,466-100.0% | $41,846-100.0% |