Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,030,141 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $639,279 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $557,974 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $294,628 |
BRICKER GRAYDON LLP1 year Service code 29 · EIN 31-0565234 | Legal | $276,337 |
LINDSELL TRAIN LIMITED6+ years Service code 28 · EIN 98-1104976 | Investment Management | $225,016 |
BAILLIE GIFFORD OVERSEAS LTD6+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $213,031 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $176,826 |
POLARIS CAPITAL MANAGEMENT LLC6+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $142,561 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $138,962 |
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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 | $13,363-100.0% | $306,246-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 62.9%-62.9pp | 2.2%-2.2pp |
| Annual return | -2.59% | 9.11%-11.7pp | 35.15%-37.7pp | 9.11%-11.7pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $46,389-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $72-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $4,448-100.0% | $125-100.0% |