Filed August 3, 2012 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1+ years Filed as: LIFEWORKS Service code 14 | Plan Administrator | $503,690 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $261,123 |
SEI INVESTMENTS1+ years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $112,500 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1357951 | Accounting | $24,550 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 0.00% | 9.41%-9.4pp | 793.01%-793.0pp | 9.29%-9.3pp |
| Employer contribution / active EE | $12,036 | $13,564-11.3% | $27,004-55.4% | $15,168-20.6% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |