Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 27 · EIN 13-3575636 | Advisory (Plan) | $782,877 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $732,353 |
Service code 14 · EIN 38-2716869 | Plan Administrator | $404,554 |
WARNER NORCROSS & JUDD LLP3+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $395,211 |
SCHRODER INVESTMENT MANAGEMENT3+ years Service code 27 · EIN 13-4064414 | Advisory (Plan) | $311,346 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $210,256 |
ELLIOTT1 year Service code 27 · EIN 13-3798650 | Advisory (Plan) | $176,200 |
JOHCM (USA) INC.3+ years Filed as: JO HAMBRO Service code 27 · EIN 75-3269118 | Advisory (Plan) | $155,975 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $116,913 |
MORNEAU SHEPELL3+ years Filed as: MORNEAU SHEPELL SBC LIMITED Service code 49 · EIN 45-4303723 | Other Services | $81,000 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $110,792-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 58.3%-58.3pp | 0.0%0pp |
| Annual return | -2.31% | 33.37%-35.7pp | -0.33%-2.0pp | 33.37%-35.7pp |
| Employer contribution / active EE | $1,676 | $11,253-85.1% | $25,782-93.5% | $11,253-85.1% |
| Participant deferral / active EE | $3,816 | $819+366.0% | $928+311.4% | $819+366.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,824-100.0% | $99,113-100.0% |