Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD Service code 14 · EIN 52-1883918 | Plan Administrator | $647,076 |
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $159,097 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELON Service code 21 · EIN 13-5160382 | Bank Trustee | $150,000 |
MERCER3 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $60,000 |
Service code 10 · EIN 13-4008324 | Accounting | $15,750 |
Filed as: SMITH, GABRELL & RUSSELL, LLP Service code 29 · EIN 58-0967450 | Legal | $10,305 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 3.74% | 8.48%-4.7pp | 10.53%-6.8pp | 8.48%-4.7pp |
| Employer contribution / active EE | $7,497 | $9,949-24.6% | $26,797-72.0% | $9,949-24.6% |
| Participant deferral / active EE | $0 | $734-100.0% | $122-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |