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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,773-100.0% | $444,773-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 50.8%-50.8pp | 42.7%-42.7pp | 34.1%-34.1pp |
| Annual return | -17.05% | 6.34%-23.4pp | 6.38%-23.4pp | 13.02%-30.1pp |
| Employer contribution / active EE | $0 | $40,783-100.0% | $39,647-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $54-100.0% | $58-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $37,010-100.0% | $37,010-100.0% | $39,117-100.0% |