| Provider | Service type | Compensation |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS Service code 15 · EIN 52-1883918 | Recordkeeping | $489,556 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $246,423 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. (NJ) Service code 11 · EIN 22-2232264 | Actuarial | $219,974 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $125,194 |
MITCHELL & TITUS, LLP8 years Service code 10 · EIN 13-2781641 | Accounting | $53,000 |
WILLIS TOWERS WATSON US LLC5 years Service code 17 · EIN 53-0181291 | Pension Consulting | $17,972 |
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 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 7.30% | 11.98%-4.7pp | 35.16%-27.9pp | 37.77%-30.5pp |
| Employer contribution / active EE | $0 | $57,753-100.0% | $46,401-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |