| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD. Service code 14 · EIN 52-1883918 | Plan Administrator | $476,251 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $470,850 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $102,714 |
WILLIS TOWERS WATSON US LLC3 years Service code 10 · EIN 53-0181291 | Accounting | $55,191 |
Service code 29 · EIN 47-3430297 | Legal | $9,800 |
MITCHELL & TITUS, LLP6 years Service code 10 · EIN 13-2781641 | Accounting | $5,088 |
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 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 3.55% | 7.36%-3.8pp | 9.78%-6.2pp | 13.24%-9.7pp |
| Employer contribution / active EE | $0 | $40,685-100.0% | $46,889-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |