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 | $490,217-100.0% | $490,217-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 39.0%-39.0pp | 35.0%-35.0pp | 34.7%-34.7pp |
| Annual return | -17.05% | 7.15%-24.2pp | 7.21%-24.3pp | 12.28%-29.3pp |
| Employer contribution / active EE | $0 | $40,851-100.0% | $39,652-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $95-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $28,496-100.0% | $28,496-100.0% | $47,656-100.0% |