Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $503,960 |
Service code 13 · EIN 38-2716869 | Contract Administrator | $490,742 |
MERCER6 years Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $349,956 |
NORTHERN TRUST COMPANY9+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $191,205 |
WARNER NORCROSS & JUDD LLP9+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $112,707 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH (US) LTD. Service code 49 · EIN 52-1883918 | Other Services | $60,638 |
Service code 28 · EIN 04-2955404 | Investment Management | $43,382 |
Service code 16 · EIN 81-8283699 | Consulting | $42,751 |
PLANTE & MORAN, PLLC9+ years Service code 10 · EIN 38-1357951 | Accounting | $42,600 |
KENT COMMUNICATIONS4 years Filed as: KENT COMMUNICATIONS INC Service code 50 · EIN 38-2071291 | Direct Payment | $20,543 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $250,061-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 16.50% | 9.30%+7.2pp | 7.82%+8.7pp | 9.30%+7.2pp |
| Employer contribution / active EE | $27,325 | $12,551+117.7% | $31,823-14.1% | $12,551+117.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $365-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $18,503-100.0% | - |